Rotation, Not a Risk-Off In Equities

"I am seeing a rotation and not a risk-off in equities, and our allocation model is still bullish," says Mill Street Research's Sam Burns. He weighs in on the ongoing risk-on trends, which include stocks outperforming bonds, lower grade credit outperforming treasuries, and high beta outperforming low volatility.

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Rotation, Not a Risk-Off In Equities

"I am seeing a rotation and not a risk-off in equities, and our allocation model is still bullish," says Mill Street Research's Sam Burns. He weighs in on the ongoing risk-on trends, which include stocks outperforming bonds, lower grade credit outperforming treasuries, and high beta outperforming low volatility.