Donald Trump’s victory over Hillary Clinton marked the triumph of aggressive growth strategies and deregulation.
Gold demand fell 10% in 3Q16, according to the World Gold Council. Gold ETPs have been the only gainers.
The trade-weighted US dollar index, or the broad index, which measures the value of U.S. dollar against other world currencies, was up 1.2% when Donald Trump was declared president-elect.
HEDGING AGAINST INFLATION Property stocks and REITs have often been viewed as inflation hedges because expected inflation will affect prices of real estate, and rental income tends to rise along…
COMPARING DIVIDEND YIELDS ACROSS ASSET CLASSES Since 1999, approximately half of the total return of the Dow Jones U.S. Select REIT Index has come from dividends. During periods of heightened…
RETURNS AND RISKS OF REITS REIT and property stock performance has been relatively strong over the long term, especially when compared with traditional bond and equity indices. Since 1992, the…
To qualify as a REIT, a company must have most of its assets and income tied to real estate investment and must pay out almost all of its taxable income…
The Evolution of REITs The basic concept of REITs originated with the business trusts that were formed in Massachusetts in the mid-19th century, when the wealth created by the industrial…
By Michael Orzano, Director, Global Equity Indices Publicly traded property stocks, including real estate investment trusts (or REITs) and real estate operating companies (or REOCs), allow investors to gain exposure…
Robust growth in the restaurant industry has led to high expectations from investors. These expectations have, in turn, led to rich valuations in the sector.
Lately, people in the United States have preferred eating out rather than eating at home. This has caused US spending on restaurants to surpass spending at grocery stores.
Investors looking for opportunities in fallen angel bonds can look at the VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL).
Hungary’s credit upgrades to “investment-grade” (FLTR) opened doors for investors tracking low-risk benchmarks.
Although Hungary and Turkey credit spreads were at similar levels and generally moved together through 2014, these spreads began to diverge in early 2015.
The Turkish lira plunged to record lows against the dollar following its downgrade by Moody’s and S&P, who cited increased political instability as well as geopolitical stresses and turbulence.
In recent years, emerging market (EMLC) (HYEM) ratings have improved considerably due to the strengthening macroeconomic framework as well as years of reforms.
The US investment-grade credit bond market and the high-yield bond market have been on the rise since interest rates around the world have been declining.
Although the chances of a Federal Reserve rate hike for December looks positive, this doesn’t stop the emerging market (EEM) debt from outperforming other asset classes.
With a gradual increase in interest rates, dividend-growing companies have room to grow and can offer a higher yield with higher income. On the other hand, dividend-paying companies have no room for growth.
Historically, stock prices and bond prices (AGG) (TLT) have had an inverse relationship. However, the trend has since changed.