BofAML's Subramanian Suggests Investors 'Hide' in Financials

The video discusses market trends, focusing on deep cyclical sectors and the financial sector. It highlights the potential of financials as a high-quality yield play, despite market biases and negative correlation with Treasurys. The transformation of the financial sector since 2007 is emphasized, with a shift towards fee-based income. The video also explores the role of financials in low volatility funds and smart beta ETFs.

What are the characteristics of deep cyclicals mentioned in the text?

What are the potential opportunities in the financial sector as mentioned in the text?

What is the speaker's view on the correlation between financials and Treasurys?

How has the financial sector transformed since 2007 according to the speaker?

What does the speaker suggest about the current investor biases in the financial sector?