BNP Paribas' Morris Says 'Value Has Room to Run'

The video discusses the dynamics between value and growth stocks, emphasizing the impact of rising interest rates on their performance. It explores the differences between value and cyclicals, and how taxation influences growth premiums. The discussion extends to revenue growth in the context of inflation and market conditions, concluding with a market outlook and investment strategies.

In what ways might inflation affect revenue growth for companies?

What is the significance of the consensus view on market trends, and how should investors respond?