Sectors That Perform Well In A High Rate Environment

Mona Mahajan, US Investment Strategist at Allianz Global Investors, says they see the ten-year yield grinding higher. She thinks there is another leg higher in the value rotation. She also thinks the reopening industries such as the airlines and leisure and travel names will benefit from the reopening. With the new administration they also like the infrastructure area, 5G, and cybersecurity as well as clean energy.