Markets are at odds over the growth outlook and official data do not aid clarity. Ian Harnett, co-founder of Absolute Strategy Research, tells John Authers why there is confusion and suggests bonds are overbought -- meaning value stocks should outperform.<br /><br />For more video content from the Financial Times, visit http://www.FT.com/video<br /><br />Subscribe to the Financial Times on YouTube; http://goo.gl/vUQx5k<br />Twitter https://twitter.com/ftvideo<br />Facebook https://www.facebook.com/financialtimes