XLRE - Real Asset Outlook: Real Asset Equities Are Leading The Pack
I recently did an analysis of the infrastructure sector and came to the conclusion that infrastructure equities are not only outperforming the market but also delivering far greater yield than either the broad market or U.S Treasuries. For this article, I have broadened the analysis to the entire real assets universe.
The Analysis Group
My analysis group includes Sector and Industry ETFs with a narrow and broad focus, one index, equities, REITs, and closed-end funds. The sub-sectors I cover include metals, forestry products, water, real estate, utilities, infrastructure, energy and MLP's. For the comparison, I'm