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VNQ / If Howard Marks' Sea Change Memo Is Correct, REITs And High Yield Stocks Look Unattractive

If Howard Marks' Sea Change Memo Is Correct, REITs And High Yield Stocks Look Unattractive
Yesterday, Chairman Powell signaled more rate hikes are required to tame this stubborn spell of inflation. The entire yield curve has moved up, and notably, during FY 2023. On December 13, 2022, Howard Marks penned a compelling piece - Sea Change. His chief argument is the era of cheap money was the driver of the robust equity returns. Read More
Posted: Mar 8 2023, 13:23
Author Name: Seeking Alpha
Views: 111442

VNQ News  

VNQ: A Weakening Economy And Rising Inflation Data Create Significant Additional Risks

By Seeking Alpha
October 31, 2023

VNQ: A Weakening Economy And Rising Inflation Data Create Significant Additional Risks

Real estate investment trusts have been negatively impacted by rising inflation and increasing interest rates. The Vanguard Real Estate Index Fund has more_horizontal

VNQ: Why Higher For Longer Is Not A Risk Scenario

By Seeking Alpha
October 30, 2023

VNQ: Why Higher For Longer Is Not A Risk Scenario

REIT valuations are hammered as investors worry about a higher for longer scenario. I show why this scenario isn't risky at all as quality REITs will more_horizontal

VNQ: The Harsh Dose Of Reality For REIT Investors Has Arrived (Rating Downgrade)

By Seeking Alpha
October 29, 2023

VNQ: The Harsh Dose Of Reality For REIT Investors Has Arrived (Rating Downgrade)

Vanguard Real Estate ETF has underperformed the S&P 500 significantly. Despite that, the battering is expected to continue. The surge in long-term bon more_horizontal

VNQ: A Solid 'Buy' For Yield, Value, And Diversification

By Seeking Alpha
September 29, 2023

VNQ: A Solid 'Buy' For Yield, Value, And Diversification

VNQ is currently trading at a discounted price due to negativity surrounding REITs, making it an attractive option for value investors. VNQ's top hold more_horizontal

VNQ: REIT Crash May Continue As Inflation Rebounds

By Seeking Alpha
September 27, 2023

VNQ: REIT Crash May Continue As Inflation Rebounds

The real estate sector, particularly REITs, has been underperforming for the past two years. The bond market strongly influences REITs' performance du more_horizontal

Structure Matters: The Vanguard Bubble (VNQ)

By ETF Trends
August 30, 2023

Structure Matters: The Vanguard Bubble (VNQ)

By Dan Weiskopf Broad Market: Real Estate Bottleneck According to the National Association of Realtors (NAR), existing-home sales were down 2.2% month more_horizontal

VNQ ETF: I'm Building My Own Market-Beating ETF

By Seeking Alpha
August 22, 2023

VNQ ETF: I'm Building My Own Market-Beating ETF

The Vanguard Real Estate ETF is the largest real estate ETF in the world, but its performance has been poor compared to other ETFs. Rising interest ra more_horizontal

VNQ Offers Shelter Amid An Expensive Market

By Seeking Alpha
August 21, 2023

VNQ Offers Shelter Amid An Expensive Market

With the 10-year treasury rates hovering above 4%, almost all equity sectors are expensive in comparison. The REIT sector, represented by the Vanguard more_horizontal


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