Cross-Asset Strategist & Quantitative Analyst, Pennock Idea Hub

Cam Hui

Cam Hui has been professionally involved in the financial markets since 1985 in a variety of roles, both as a quantitative equity portfolio manager and as a sell-side analyst. He graduated with a degree in Computer Science from the University of British Columbia in 1980 and obtained his CFA Charter in 1989.

Cross-Asset Strategist & Quantitative Analyst

RCEP/ Defaults/ Rentals/ Vaccines/ US-China

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<p style="text-align: justify;">The stock market lurched upward on Vaccine Monday on the Pfizer-BioNTech news that it had found promising results in its vaccine trial. In a “Great Rotation”, investors piled into value stocks and abandoned former growth darlings.</p><p style="text-align: justify;">We believe the Vaccine Monday rally was the spark for a Great Rotation from U.S. into non-U.S., growth into value and large caps into small caps. While the rotation is not dependent on the specific success of the Pfizer-BioNTech vaccine, the news nevertheless opens the window into what might be possible once health authorities get the pandemic under control and the global economy recovers. The market is only on the initial phase of the Great Rotation, which should usher a stampede into a cyclical and reflation trade that will last for many months.</p>

The stock market lurched upward on Vaccine Monday on the Pfizer-BioNTech news that it had found promising results in its vaccine trial. In a “Great Rotation”, investors piled into value stocks and abandoned former growth darlings.We believe the Vaccine Monday rally was the spark for a Great Rotation from U.S. into non-U.S., growth into value and large caps into small caps. While the rotation is not dependent on the specific success of the Pfizer-BioNTech vaccine, the news nevertheless opens the window into what might be possible once health authorities get the pandemic under control and the global economy recovers. The market is only on the initial phase of the Great Rotation, which should usher a stampede into a cyclical and reflation trade that will last for many months.

Everything You Need To Know About The "Great Rotation" But Were Afraid To Ask