Reuters - Video

EDITION: U.S. | U.K. | IN

Top News

Great Rotation – Fact or False Dawn?

Friday, February 22, 2013 - 02:08

Feb. 22 - The ‘Great Rotation’ from bonds into equities has begun say some market watchers, but fund flows suggest this theory is just a myth for now.

▲ Hide Transcript

View Transcript

The city of London this to the great irritation the shift on bonds equities is under way but -- changed. We eniac. Is the 20 -- bond -- Lockett really an end. And join me and asked is buying into it. I don't -- so much a matter of putting you buy into remote it's happening as we speak to you you -- just have to look at what's so far things been. This year could think of 2012 it was a year which is stem concerns were not addressed -- systematic solutions but -- liquidity. First deal to gross of course follow the -- by the promise of more to come. From the CB and to do whatever it takes really and we've taken that some of the star this year has seen -- to great rotation. -- -- is the pool that theory the MCI developed markets index has risen on the 7% this yet. So half of the C 100 which is -- whole index to many major gamble company's. The S&P 500. Has says to levels unseen since November of 2007. Butts. Fun for days paints a different take. We're looking -- the -- in Europe. The short answer is no it's not happening yet equity sales and picking out. So that much more strongly and have been in the policies. But it still doesn't predisposition of investors to be investing in bond funds in the US. I mean the that the signs are more positive that equity flows in most weeks -- -- -- he had been out icing all the phones but still. Excuse not to decisive shift. Just Davis told it's actually taxes going into equities rather -- on the bond market. I think -- set which tracks mutual funds show is a huge percent drop in cash holdings since the middle of last year -- to less than 9%. And escorts. All of this yet we just gonna see much much greater volumes of money moving into -- aren't. So far it's been a steady -- it hasn't been a decisive move. This -- is there is great appetite -- products but we see what. This irritation. -- -- -- -- -- --

Press CTRL+C (Windows), CMD+C (Mac), or long-press the URL below on your mobile device to copy the code

Great Rotation – Fact or False Dawn?

Friday, February 22, 2013 - 02:08

Top News »

Editors' Picks »

Most Popular »

Business »

Moving Pictures »

Images of September Images of September

Thu, 02 Oct, 2014 - (1:00)

Still missing – MH370 Still missing – MH370

Fri, 05 Sep, 2014 - (2:05)

Burning Together Burning Together

Mon, 01 Sep, 2014 - (2:23)

Mending dolls, teddies and hearts Mending dolls, teddies and hearts

Fri, 22 Aug, 2014 - (3:12)

Images of August Images of August

Fri, 29 Aug, 2014 - (1:00)

"Old timers" sail the Chesapeake Bay "Old timers" sail the Chesapeake Bay

Mon, 11 Aug, 2014 - (2:27)

Burned memories Burned memories

Fri, 08 Aug, 2014 - (3:02)

Images of July Images of July

Fri, 01 Aug, 2014 - (1:20)

World Cup: passion on the pitch World Cup: passion on the pitch

Fri, 11 Jul, 2014 - (1:00)

Oddly Enough »

Christie's opens new Shanghai office Christie's opens new Shanghai office

Wed, 22 Oct, 2014 - (1:13)

White lion cubs unveiled to the public White lion cubs unveiled to the public

Tue, 21 Oct, 2014 - (1:01)

Ebola Halloween getup stirs controversy Ebola Halloween getup stirs controversy

Tue, 21 Oct, 2014 - (1:14)

Cuddly Ebola toy almost wiped out Cuddly Ebola toy almost wiped out

Mon, 20 Oct, 2014 - (0:34)

New MoMA exhibit cut out for Matisse New MoMA exhibit cut out for Matisse

Thu, 16 Oct, 2014 - (1:28)

London's Frieze art fair tests your senses London's Frieze art fair tests your senses

Thu, 16 Oct, 2014 - (1:28)

Paris streets become gallery for Plato-inspired sculptures Paris streets become gallery for...

Wed, 15 Oct, 2014 - (1:21)

Music project helps low-income kids even before birth Music project helps low-income kids even...

Tue, 14 Oct, 2014 - (1:33)

Reuters Investigates »

Re-homing victim: "I could have been dead" Re-homing victim: "I could have been dead"

Wed, 19 Feb, 2014 - (8:24)

Cops and loggers in the Amazon rainforest Cops and loggers in the Amazon rainforest

Fri, 10 Jan, 2014 - (4:01)

"Passed around like a dog" "Passed around like a dog"

Thu, 29 Aug, 2013 - (6:32)

Adopted, then abandoned online Adopted, then abandoned online

Thu, 29 Aug, 2013 - (13:21)

How the DEA keeps its secrets secret How the DEA keeps its secrets secret

Mon, 05 Aug, 2013 - (1:36)

How education lost its role as the great equalizer - Reuters Investigates How education lost its role as the great...

Mon, 17 Dec, 2012 - (7:52)

Jihad Jane: From abused child to American jihadist - Reuters Investigates Jihad Jane: From abused child to American...

Sun, 09 Dec, 2012 - (10:01)

Jihad Jane: The order to kill - Reuters Investigates Jihad Jane: The order to kill - Reuters...

Mon, 10 Dec, 2012 - (10:39)