TSX:DIR.UN - Post by User
Comment by
Defiance2050on Jul 23, 2022 2:43pm
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Post# 34845621
RE:Watch the bond market
RE:Watch the bond marketGood point on the bond market. In regards to equities and the direction sectors do with rising rates, sectors that histortically got hit of telecoms and utilities are doing well compared to financials which should be benefiting from higher rates trading at the lowest fundamentals in years.
REITS which the belief is benefits from inflation is in a bear market. Unfortunate for the average person I suspect there will be a further reduction as a percent of apartment, industrial real estate being publicly listed.
The demand for industrial (as well as apartment) debt is remarkable. Majority hold low leverage, majority fixed rate debt between 3-5 years.