The market trend that can’t be explained away as rational behaviour

The market has been stuck in an irrational trend for more than a decade, but now some out-of-fashion stocks have suddenly become more fashionable. 

Sean Markowicz, a strategist, and fund managers Simon Addler and Liam Nunn join the pod to discuss a reversal of fortune for so-called value investing and whether it's here to stay.

RUNNING ORDER:

04:31 Part 1: Reversal of fortunes - the out of fashion trend that's just become fashionable

15:42 Part 2: Why not so mysterious? the factors driving the great rotation

27:06 Part 3: To stay or not stay? How long will the rotation last?

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