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Wellington’s Geary Says Stocks Rotation Trade Is Coming Back

Wellington’s Geary Says Stocks Rotation Trade Is Coming Back
Bloomberg Markets Thursday 18 June 2026, 11:23 UTC By Natalia Kniazhevich 1 min read
Key Points

Investing Wellington’s Geary Says Stocks Rotation Trade Is Coming Back The end of the Iran war is reviving investor appetite for stocks outside the US, according to Scott Geary, the head of global wealth at Wellington Management. He sees investors gradually reducing outsized bets on the largest US stocks and broadening their portfolios into other areas, including Europe, Japan and US small caps. He also cited interest in Europe’s defense and industrial sectors, as well as oil and gas, as...

Investing Wellington’s Geary Says Stocks Rotation Trade Is Coming Back The end of the Iran war is reviving investor appetite for stocks outside the US, according to Scott Geary, the head of global wealth at Wellington Management. He sees investors gradually reducing outsized bets on the largest US stocks and broadening their portfolios into other areas, including Europe, Japan and US small caps. He also cited interest in Europe’s defense and industrial sectors, as well as oil and gas, as policymakers rush to bolster the region’s security and energy independence.
Wellington (LOCATION) Geary Says Stocks Rotation Trade (ORG) the Iran war (EVENT) US (LOCATION) Scott Geary (PERSON) Wellington Management (ORG) Europe (LOCATION) Japan (LOCATION)
Originally published by Bloomberg Markets Read original →

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