Skip to main content

Rotation may lead to further US stock market underperformance

We expect sector rotation to lead to an underperformance of mid- and large-cap equities in the US relative to those in the rest of the developed world in 2022, in contrast to most of the period since the Global Financial Crisis.

Become a client to read more

This is premium content that requires an active Capital Economics subscription to view.

Already have an account?

You may already have access to this premium content as part of a paid subscription.

Sign in to read the content in full or get details of how you can access it

Register for free

Sign up for a free account to gain:

  • Unlock additional content
  • Register for Capital Economics events
  • Receive email updates and economist-curated newsletters
  • Request a free trial of our services


Get access