June 5, 2026

Capital Insights: June 2026

Avalon, Catalina Island harbor with boats and the historic Casino building.
Every generation of investors gets at least one defining moment to reposition capital ahead of a major market shift. The "Great Rotation," a term popularized during the 2011–2013 period to describe the exodus from bonds into equities, 
 is one of the more recognizable examples.

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