Tag - rising interest rates

Tag - rising interest rates

Is a Shift in the Growth/Value Seesaw on the Horizon?

According to Innovative Portfolios CIO Dave Gilreath, the long period in which growth stocks dominated the stock market may be moving towards an end, with value stocks poised to resume leadership. Vanguard refers to the "East-vs.-West, Seabiscuit-vs.-Admiral" rivalry between growth and value stocks; Seeking Alpha calls it a tug of war. A Seeking Alpha study...

Real Estate as a Paradigm for Economic Recovery

What didn’t cause the recession is perhaps more important to study than what did, nareit.com writes, positing that the recent recession was caused by dramatic changes in consumer behavior linked to business shutdowns, travel restrictions, and social distancing during the pandemic.” JR Humphreys of Innovative Portfolios agrees, adding that just as the recession was not caused by internal weaknesses...

The Multifaceted Role of REITs in Post-Pandemic Portfolios

“REITs and the 516,000 properties they own and operate will play a key role in bringing America back together,” Matthew Bechard, Editor-in-Chief of REIT Magazine predicts. JR Humphreys, portfolio manager of the Innovative Portfolios Real Estate Income & Growth Strategy, is in agreement. To be sure, Humphreys admits, certain areas of real estate were negatively,...