Time to Rotate Again?

Published: Dec. 15, 2020, 6:11 p.m.

Scott Wapner and the investment committee debate if it\u2019s time to rotate back into the so-called \u2018stay-at-home\u2019 stocks. Plus, Ariel Investment\u2019s John Rogers on where he\u2019s putting money to work\nAnd, a bold call on some big energy stocks.