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Winston’s Weekly: Rate outlook drives market sector rotation
The prospects for US rate cuts in September have generated increased focus on interest rate-sensitive sectors and bonds, boosting momentum for small caps and real estate. Meanwhile, domestically, markets are looking ahead to the August reporting period to provide greater clarity on the investment outlook, as we comment on Dexus Group (ASX: DXS), Lifestyle Communities (ASX: License) and Qualitas Real Estate Income Fund (ASX: QRI).
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