Russ Mould of A J Bell points out that financial stocks have been performing really well of late, partly because things have been boring for them, with nothing untoward happening, while the yield curve is working in their favour. Banks will benefit from supply chains being brought home. They're difficult for private investors to analyse and there's a risk of performance chasing but, if they generate double-digit returns, there could be more to go. Russ highlights the banks value investors might favour and those offering decent yields, especially the big banks, which are also engaged in buybacks. Learn more about your ad choices. Visit podcastchoices.com/adchoices