In the past few months, we have reached an extraordinary turning point in markets – a turn for the ages and the history books. It presents an investment opportunity, the like of which many of us have not seen in our lifetime and which many of us will not see again.
The turn is occasioned by the reverse in the interest rate cycle repositioning itself back to where it was at the end of the Second World War, after 40 years of falling rates. The implication of this change is that investors should reposition themselves in long-term outperforming parts of the market. A little went a long way: Why 2020 was the year of the small cap However, the problem is these sectors have been out of favour for so long that many participants today do not even know the names of the stocks, let alone remember when they were the place to be. The long-term evide...
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