Connect with us

Hi, what are you looking for?

American Stock ReviewAmerican Stock Review

Editor's Pick

Sector Rotation Update: Value Stocks and Bonds Lead the Way!

Stocks vs. bonds? In this video, Julius breaks down the asset allocation outlook and why defensive sectors, large-cap value, and bonds may continue to outperform in this volatile market. He starts at the asset allocation level using Relative Rotation Graphs (RRGs) to analyze stocks vs bonds performance, then highlights the ongoing defensive sector rotation, and identifies strength in large-cap value stocks.

To close out the show, Julius dives into stock-specific opportunities based on the relative rotation of sector constituents, pointing to potential leadership shifts as market volatility rises.

This video was originally published on April 17, 2025. Click on the icon above to view on our dedicated page for Julius.

Past videos from Julius can be found here.

#StayAlert, -Julius

You May Also Like

Editor's Pick

In the truncated week due to one trading holiday, the markets extended their gains and closed the week on a positive note. While remaining...

Editor's Pick

After weeks of uncertainty, the stock market finally gave us something to smile about. The major indexes just wrapped up four straight days of...

Business

Epic things are coming to Orlando. In a little more than a month, Universal will officially open the doors of its newest theme park, the first...

Editor's Pick

Is the stock market volatility making you nervous?  In this video, Grayson Roze and Julius de Kempenaer unpack the volatile market environment and discuss...