Dickson Ditches Energy for Banks and Gold in Great Rotation
Source: couriermail.com.au
- Craig Dickson shifts his investment focus from energy stocks to other sectors after their strong gains.
- He targets Australian banks and gold miners as the next big opportunities in the "great rotation."
- This move could boost portfolios as interest rates fall and gold prices climb.
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.