Fidelity's Timmer: Rising inflation, interest rates are triggering market changes

Jurrien Timmer, director of global macro at Fidelity Investments, says the 'reign of large-cap growth stocks may actually be ending,' with a weaker dollar and the first signs of rising inflation and the potential for higher interest rates triggering a market rotation that will favor small-cap, value and non-U.S. stocks. He also discusses the need for investors to start adjusting to inflation now, rather than waiting for its full-blown onset which he thinks will happen after a burst of economic growth and the 'return to normal.' Also on the show, Mark Hines of Left Brain Investment Research talks about real estate investment trusts and highlights New York Mortgage Trust is an income stock with growth prospects, and Ed Slott of IRAhelp.com, discusses his latest book 'The New Retirement Savings Time Bomb' and discusses how today's political climate should have investors more concerned than ever about how taxes will impact their lifetime savings precisely when they need the money most.