Should I continue to overweight Banks and Insurance stocks?

  • US Federal Reserve much more hawkish about rising rates
  • Financial Deregulation still in the limelight
  • Possible repeal of Dodd Frank including Volcker rule
  • Much Lower bank fines expected
  • Higher Net Interest Margins from rising interest rates
  • Improving Wealth Management Fees from rising equity markets

Recommendation : Continue to Overweight Banks, Insurance and Asset Management Companies.

Posted in Blog Post.

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