Over the five weeks since the US election, the financials index (ex-property trusts) has gained over 10%, more than twice that of the ASX200. Expectations are that rates will continue to rise, a more profitable operating environment under which financials can drive a wider margin. This week we ask Vince Pezzullo from Perpetual Equity Investment Company, and John Murray from Perennial Value Management for their view on a selection of companies in the financials sector. The stocks discussed include CBA, QBE Insurance and Henderson Group. We also asked each of the panelists to share one of their preferred picks in the financials sector.