Beyond Bulls & Bears

REITs in a Rising US Interest-Rate Environment

REITs in a Rising US Interest-Rate Environment

Like all yield-oriented investments, REITs will likely exhibit some sensitivity to interest-rate changes, and are not without risks. But unlike bonds, REITs can earn potential profits by making positive investment spreads both acquiring and developing additional properties.

“You’re Going to Need a Bigger Boat”: Alpha and Interest Rates

“You’re Going to Need a Bigger Boat”: Alpha and Interest Rates

The implication of rising rates for individual and institutional portfolios, particularly for fixed-income investments, could be troublesome – depending upon the magnitude and velocity of the rate rise. Alternative strategies, we believe, may potentially offer a better boat to help navigate this interest-rate sea change.

Casting a Wide Asset Net in a Volatile Sea

Casting a Wide Asset Net in a Volatile Sea

It’s fair to say that investors will likely never be fully comfortable with market volatility. But actively managing the inevitable bumps that ...