'Rotate in May' Could Be the Real Spring Market Play

'Rotate in May' Could Be the Real Spring Market Play
soq2

It's springtime, and that means it could be a good time not just to rotate the crops but the sectors as well.

A strong but somewhat uneven stock market rally in the first quarter has strategists looking for underperforming areas to overweight, and overheated areas where exposure needs to be pared back.

In practical terms, that could mean more money flowing to areas such as energy and certain foreign markets, while the defensive sectors that did so well in the first quarter could begin to see outflows.

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