Dickson Ditches Energy for Banks and Gold in Great Rotation

Source: couriermail.com.au

Craig Dickson, a fund manager, explains how he's moving money out of energy stocks that have already surged and into undervalued areas like banks and gold. Energy had a great run thanks to high oil prices, but now he's hunting better value elsewhere. Readers with investments in ASX shares should note this strategy to spot the next winners amid falling rates and rising gold.