Next three to five years, you could see a combination of weakening of dollar and higher taxes: Dan Suzuki

Dan Suzuki, Richard Bernstein Advisors deputy chief investment officer, joins 'Power Lunch' to discuss if the rotation out of growth will continue, the risks to the market and the names he's watching. I think there's a tremendous amount of runway in this rotation you're seeing, says Suzuki. It goes well beyond growth and value. I think you have to be clear though, that markets don't go in straight lines and if you look at the very near-term, a lot of this rotation is predicated on the recovery story, he adds.