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Investment Weekly

Sector rotation in 2026
20 February 2026
    Articles

    Chart of the week – Sector rotation in 2026

    Chart of the week – Sector rotation in 2026

    This week we consider why the ‘investment clock’ – a usually useful way of visualising how the evolving economic cycle influences equity market behaviour – appears to have gone haywire in 2026, and is sending mixed signals about where we are in the investment cycle.

    Market Spotlight

    • Diggin’ the diggers

    Lens on…

    • Bonds are back – for now
    • Null and void
    • Winning ways

    Read the full commentary PDF, 3.35MB 

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