What are the implications of the small cap move mentioned in the text?
JPMorgan's Ward Sees Value in U.S. Financials

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1.
OPEN ENDED QUESTION
3 mins • 1 pt
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2.
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3 mins • 1 pt
How does the speaker suggest investors should adjust their portfolios in response to market conditions?
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3.
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What factors should investors consider when judging where to allocate their money?
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4.
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What is the speaker's outlook on the financial sector in the context of rising interest rates?
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5.
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What long-term themes does the speaker identify as important for investment?
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