July may have been start of market’s Great Rotation back to value, SA - Bacher

In our regular wrap of the past month’s performance of investment markets, Corion’s David Bacher explains why history may show the past 31 days were a major watershed, with value-driven investments taking over from growth. He unpacks the implications of a Great Rotation, which would help South African equities and resources in particular and drop relative returns from the US’s Big Tech stocks, which have outperformed for some years. Bacher spoke to BizNews editor Alec Hogg.