Thornburg Investment Management Co-head of Investments and Portfolio Manager Jeff Klingelhofer quoted in Bloomberg

U.S. Stocks Slip From Records After Data Deluge: Markets Wrap

The rotation out of tech shares and into cyclicals, sparked by promising vaccine news, reversed Wednesday as investors cast a wary eye on a batch of data that suggest a possible slowdown in economic growth. Treasuries edged higher.

Read more here: https://www.bloomberg.com/news/articles/2020-11-24/stock-rally-to-build-in-asia-after-u-s-records-markets-wrap