In this commentary we discuss the recent rotation in stocks. Technology oriented, growth stocks have started to lag value and small cap stocks. Risks remain in large cap and the technology sector, so diversification remains prudent as we expect more volatility.
Commentaries are published by Cetera Investment Management LLC, an SEC registered adviser owned by Cetera Financial Group. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.