Episode 244
From Rotation to Precision: Redefining Sector Strategies
September 3, 202523m 6s
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Show Notes
In this episode, Michael Williamson, Portfolio Manager of the Multi-Asset Strategies Team, explores why traditional sector rotation may no longer fit today’s complex markets. He explains how blurred sector lines call for a new framework to assess economic sensitivity and introduces Mackenzie’s Cyclical Tilt and Defensive Tilt ETFs as innovative tools for smarter portfolio positioning.
This episode was recorded on August 14, 2025.