Main's Active Strategy – NASDAQ Article
“Sector rotation is a well-respected and widely employed theory of stock market activity. A sector rotation investment strategy entails “rotating” or shifting from sector to sector as the economy moves through the different phases of the business cycle. This typically involves a top-down analysis that includes monetary policy, interest rates, commodity prices, and other economic factors to help assess the current economic environment and determine the current phase of the business cycle we are in. But there are varying methodologies used in gauging and implementing these rotational strategies.”
