What advice does the speaker give regarding investment strategies in the near term?
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The transcript discusses market forecasts, highlighting a previous conservative earnings growth prediction and a bullish outlook for 2015. It emphasizes the impact of FX and commodity volatility on equity markets and the anticipated rate hikes. The speaker suggests staying with winning stocks in the short term and anticipates sector rotation due to market valuation changes.
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What does the speaker suggest about sector rotation in the coming months?
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