James Thorne, our chief capital market strategist, takes viewer questions on U.S. dividend stocks during a recent BNN video.

The market has entered into a new regime, from policies focused on redistribution of wealth to policies focused on growth. Value stocks will now outperform growth and inflation will pick up. Build your portfolio for inflation, steepening yield curve and growth. Monetary policy will take a back seat to fiscal policy. Long end of the yield curve has come to life. Will the yield curve get too steep? The Fed is not the only game in town and growth and inflationary expectations now matter.