Investment
Rotación sectorial
A tactical portfolio management strategy that shifts investment capital among industry sectors to capitalize on economic or market cycles, based on sector performance trends, macroeconomic indicators, or forward-looking analysis (CFA Institute, Bloomberg).
Quick answer: A tactical portfolio management strategy that shifts investment capital among industry sectors to capitalize on economic or market cycles, based on sector performance trends, macroeconomic indicators, or forward-looking analysis (CFA Institute, Bloomberg).
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Quick answer
A tactical portfolio management strategy that shifts investment capital among industry sectors to capitalize on economic or market cycles, based on sector performance trends, macroeconomic indicators, or forward-looking analysis (CFA Institute, Bloomberg).
Why it matters
Rotación sectorial matters because it supports clear communication in Investment contexts for Financial Analysts, Bankers, and Traders. It also connects to aviation training and exam language such as CFA, ACCA, and FRM.
Editorial context
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Definition
A tactical portfolio management strategy that shifts investment capital among industry sectors to capitalize on economic or market cycles, based on sector performance trends, macroeconomic indicators, or forward-looking analysis (CFA Institute, Bloomberg).
Operational example
Sector rotation strategies aim to overweight sectors expected to outperform and underweight those likely to underperform during specific economic cycles.
Localized term
Rotación sectorial
Localized example
Las estrategias de rotación sectorial buscan sobreponderar los sectores que se espera que superen y subponderar aquellos que probablemente tengan un rendimiento inferior durante ciclos económicos específicos.
Definition language
English reference definition
Source
CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
Target audience
- Financial Analysts
- Bankers
- Traders
