Sector Spotlight: RRG L/S Basket Update
In this edition of Sector Spotlight, I cover rotational developments over the last two weeks for asset classes and sectors. After that, I take a look at the current positions in the Long/Short basket, which is up well over 10% since March.
Sector Spotlight airs weekly on Tuesdays at 10:30-11:00am ET. Past episodes can be found here.