ATCO - 8% Yields From Industrial Consumer Discretionary Energy And Shipping Preferreds
- Higher rates and inflation leads us to continue focusing on securities with limited duration in industries that benefit from the drivers of inflation.
- Inflation is being driven by booming demand for goods, robust fiscal stimulus and the post-vaccine pivot in spending patterns.
- The industrial, consumer discretionary, and energy sectors are set to benefit from these trends.
- We review the limited duration securities: SPLP-A, NSS, GSLD, SESCF, and QRTEP and a perpetual preferred with good industry exposure: CODI-C.
For further details see:
8% Yields From Industrial, Consumer Discretionary, Energy And Shipping Preferreds