From Rotation to Precision: Redefining Sector Strategies

from The Invested · host Mackenzie Investments

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.

Episode metadata supplied by the publisher feed · Published Sep 3, 2025

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From Rotation to Precision: Redefining Sector Strategies

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