Consumer Discretionary In The Great Rotation

The Great Rotation shifts capital from tech to value, defensives, & emerging markets. Read more macro analysis here.

Rotation out of tech stocks is ‘quite healthy’ despite AI sentiment swings – analyst

While no company is immune to the volatility caused by shifting AI sentiment, Dizard sees opportunities emerging from what he describes as “indiscriminate selling” in some of the market’s biggest ...
Business Today

JioBlackRock sector rotation fund opens, but experts warn AI pitch isn’t a return guarantee

Jio BlackRock Mutual Fund, a new entrant in India’s asset management industry, has launched its latest equity offering—the JioBlackRock Sector Rotation Fund—an open-ended equity scheme built around a ...
Morningstar

S&P Global to Launch its First AI-Enhanced Sector Rotation Index

NEW YORK, Oct. 23, 2025 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced plans to expand its S&P Dow Jones Indices ("S&P DJI") index offering with the launch of the S&P 500 3AI Sector Rotator ...
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NFO insight: Can JioBlackRock Sector Rotation Fund help investors navigate market cycles?

JioBlackRock Mutual Fund, a new entrant in the industry, has launched its latest equity offering — the JioBlackRock Sector Rotation Fund, an open-ended equity scheme based on a sector rotation theme.