Financials, Value Stocks to Outperform on Higher Rates: JPM’s Bell

The video discusses the potential for value investing to outperform as bond yields rise, noting that value stocks tend to do better when yields increase. It highlights the impact of rising interest rates on banks, suggesting that banks in the UK are undervalued compared to those in the US. The discussion also covers future interest rate projections, with expectations that rates will rise in line with Federal Reserve forecasts, affecting market pricing and bond yields over the next 12 to 18 months.

What are the implications of the Fed's rate decisions on the banking sector?

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