- While recent inflation headlines aren't a reason to get out of equities, the "bond proxies" are most vulnerable should the rising-rate environment continue, says the strategy team at JPMorgan (NYSE:JPM).
- That sentiment isn't the least bit original, but the list - containing large swaths of the utility and REIT industry - nevertheless should have some interest:
- Dynex (NYSE:DX), Cherry Hill Mortgage (NYSE:CHMI), Starwood (NYSE:STWD), Great Ajax (NYSE:AJX), MFA Financial (NYSE:MFA), Armour (NYSE:ARR), AG Mortgage (NYSE:MITT), Invesco (NYSE:IVR), PennyMac (NYSE:PMT), Western Asset (NYSE:WMC), Hannon Armstrong (NYSE:HASI), AT&T (NYSE:T), Exelon (NYSE:EXC), Duke Energy (NYSE:DUK), Eversource (NYSE:ES), PPL (NYSE:PPL), PNM Resources (NYSE:PNM), NextEra (NYSE:NEE), American Electric (NYSE:AEP), Pinnacle West (NYSE:PNW), Westar (NYSE:WR), El Paso (NYSE:EE), Avangrid (NYSE:AGR), PG&E (NYSE:PCG), WGL (NYSE:WGL), National Fuel (NYSE:NFG), Atmos Energy (NYSE:ATO), Northwest Natural (NYSE:NWN), Dominion (NYSE:D), WEC Energy (NYSE:WEC), Ameren (NYSE:AEE), CMS (NYSE:CMS), Con Ed (NYSE:ED), Scana (NYSE:SCG), NiSource (NYSE:NI), Avista (NYSE:AVA), CenterPoint (NYSE:CNP), Unitil (NYSE:UTL), NorthWestern (NYSE:NWE), American Water Works (NYSE:AWK), SJW (NYSE:SJW), Medical Properties (NYSE:MPW), Four Corners (NYSE:FCPT), W.P. Carey (NYSE:WPC), Lexington (NYSE:LXP), EPR (NYSE:EPR), Kimco (NYSE:KIM), HCP (NYSE:HCP), Brixmor (NYSE:BRX), Store (NYSE:STOR).
- Now read: AT&T: It Will Be Different This Time Around
Original article