Rotation puts growth focus on retailers and commodity-driven sectors
Noland Langford, chief executive officer at Left Brain Investment Research, says that changing stock market conditions have him looking in different directions to find the kind of high-growth opportunities he prefers, and that has taken him to surprising places now, namely retail and commodity-driven sectors that are facing inflation, like oil and energy, While these areas of the market aren't traditionally known for their fast growth, he suggested that economic changes -- coupled with retailers 'starting to get their act together' in the anticipated post-Covid 19 buying boom -- will make it profitable to look further afield for growth as the recovery enters its next phase.