Market Talk: 'Staggering' stock rotations underway amid volatility | REUTERS

George Cipolloni, PMEFX, portfolio manager at Penn Mutual Asset Management, discussed how recent market turbulence has led to a "very noteworthy" outperformance of value stocks over growth stocks, while a sizable loss in the "wealth effect" has deepened concerns about the state of the consumer. Lisa Bernhard has more.

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