Should We Fear Higher Rates?

<p>Simon discusses how the recent rise in interest rates has accelerated the market rotation from Growth into Value. He reviews the historical precedent and how Growth stocks, the market in general, and other asset classes like housing have performed in rising rate environments. He also looks at the dangers of owning long-term bonds, particularly Treasuries, in such a backdrop. He briefly argues for C and MET as names to consider with Financials looking attractive.</p>