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Specialist trader Michael O'Connor gives a price to traders on the floor at the New York Stock Exchange, April 3, 2013.
Specialist trader Michael O'Connor gives a price to traders on the floor at the New York Stock Exchange, April 3, 2013.
(Brendan McDermid/Reuters)

SCOTT BARLOW

So far, the Great Rotation is a myth

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A closer look at U.S. equity sector performance shows that rumours of The Great Rotation – the bullish investment theme predicting a massive influx of cash into equities from money market funds and bonds – have been greatly exaggerated.