The concept of ‘rotation’ is evolving as traditional factor and sector rotation give way to themes and trends to which retail investors can relate.
Following the launch of the MSCI global thematic sentiment rotation select index, SRP spoke to Stephane Mattattia, managing director, head of index products for Emea and global thematic index products at MSCI, about the evolution of rotation strategies, the dynamics of the new benchmark, and the appeal of thematic rotation to end investors. The concept of rotation is very much a relevant topic as uncertainty settles in capital markets. As the market evolves, investors want to capitalise on ne