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Equities: Cyclical rotation extends as tech recovers – Danske Bank

Equities: Cyclical rotation extends as tech recovers – Danske Bank

Danske Research Team notes that global equities began August with fresh all-time highs in several MSCI indices. Gains were driven by sector rotation, with software rebounding 16% over the past week and lower Oil prices supporting sentiment.

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Danske Research Team notes that global equities began August with fresh all-time highs in several MSCI indices. Gains were driven by sector rotation, with software rebounding 16% over the past week and lower Oil prices supporting sentiment.