In the third and final interview with Giselle Roux, CIO of Escala Partners, we explore which sectors are positioned to do well from the great rotation underway. On the financials, she says: “These are more interesting in that as interest rates rise, banks do better. That's simply because they borrow short … and lend long. Therefore banks should make money as longer-term yields rise, which is what they have been doing and that's probably going to persist for a while. I think you can look favourably to stocks that benefit from that.” Click below to see which two stocks she mentions as potential beneficiaries of this trade, and to also hear why she thinks industrials have overshot while mining stocks may have further to run yet. Transcript and video below.