In the News
5 stock sectors in the gravest danger of rising rates
June 4, 2015
MarketWatch – Investors would do well to revamp their portfolios as yields rise. REITs are the most “misunderstood suspects” among sources of yield, due to their bond-like attributes. They are required by law to distribute at least 90% of their profit, receive special tax considerations and thus tend to be stable and rich income generators. As a result, most investors treat them like bonds and, consequently, most of time they move inversely with interest rates. For example, the S&P U.S. REIT Index gained 27% during 2014 and essentially broke even in 2013.