Value Looks Extremely Attractive Right Now: CLS’s Sissel

The video discusses recent trends in ETF flows, highlighting a shift towards small cap and value investments. Michael Berry's prediction on small cap value is examined, showing its current relevance. The video explores the consistency of this investment shift, the components of value investing, and the role of financials and energy sectors. It also covers emerging markets and value ETF positions, and concludes with an explanation of repo rates and their impact on the financial system.

What factors are considered when defining value in the current market?

What are the two best performing sectors mentioned in relation to value?

What was the unexpected event related to overnight repo rates discussed in the text?