# Navigating the equity market rotation

Page: https://stenobird.com/podcast/insights-now-163657/navigating-the-equity-market-rotation
Text version: https://stenobird.com/podcast/insights-now-163657/navigating-the-equity-market-rotation.md
Podcast: [Insights Now](https://stenobird.com/podcast/insights-now-163657)
Published: 2026-03-06T16:32:33+00:00
Episode link: https://insightsnow.podbean.com/e/navigating-the-equity-market-rotation/
Audio file: https://mcdn.podbean.com/mf/web/vppstrbvipd2iv6s/Insights_Now_Ep_16-2_Podcast_1_7urn3.mp3
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JSON: https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/navigating-the-equity-market-rotation
Duration seconds: 1544

## Resource

Equity markets are shifting, with value and quality equities stepping into the spotlight and AI’s impact reaching far beyond technology. Small- and mid-cap names are drawing fresh attention, while international and emerging markets are finding new momentum. Changing consumer trends, evolving fiscal policy and sector standouts in financials and healthcare are all shaping the landscape for investors seeking what’s next. In this episode, join the Market Insights team's Meera Pandit, Global Market Strategist, and Katie Korngiebel, Research Analyst, as they share timely perspectives on the forces driving equities and where opportunity may emerge in today’s market. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

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## Transcript

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