'Great rotation' will be gradual

Johannes Jooste of Merrill Lynch Wealth Management EMEA explains why the move away from fixed income and towards equities is unlikely to happen overnight.

20th January, 2013
Johannes Jooste: 'We're not going into a recession, just slow growth.' Photo: Tony O'Shea

There's a lot of talk about a 'great rotation' out of fixed income and into equities. Is this based on expected growth?

I'm careful of the growth argument, for the simple reason that it's very difficult to make a strong case for growth this year. The difficult fixed income investor you're trying to persuade to do the rotation is not going to be persuaded by the growth argument, for the simple reason that growth is...

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