FRI News and Press, First Trust S&P REIT Index Fund From 06/08/22

One of the ways to make portfolios more resilient to inflation right now is owning the currencies of large commodity exporters, both in developed and in emerging markets. One other expression of the theme is by directly trading commodity curves, especially the longer end of the oil fu...

Mortgage REITs – along with other fixed income-oriented securities across the credit and maturity curve - have stabilized in recent weeks as bond market volatility has calmed following a historically rough early-2022. Earnings results confirmed that the challenging macro enviro...

Consumer goods industries remain hamstrung by supply chain bottlenecks, soaring costs, and the shift in spending toward services, reporting only modest growth in May to contribute to a broader manufacturing malaise. Global economic growth continued to be fueled first and foremost by r...

There is scattered evidence that home prices are finally starting to slow down. Over the past fifty years, the homeownership rate has rarely risen much above 65 percent. After many years of both fiscal and monetary policy explicitly designed to drive up homeownership, many America...

Innovative Industrial Properties has performed poorly lately, despite the underlying growth in its financials remaining solid. Following the stock's correction, Innovative Industrial Properties shares trade at an attractive valuation and with a substantial yield attached. Employin...

The fundamentals for lumber, like a lot of commodities, had been favorable. Supply bottlenecks and persisting pandemic plight would limit how much production could make it to market, inelasticity taken for granted as somewhat permanent/durable, thereby constantly susceptible to what other...

Following their best week since November 2020, U.S. equity markets slipped this past week as China's apparent emergence from COVID lockdown lifted global benchmark interest rates and commodities prices. Persistently elevated energy prices - the 'fuel' of stagflation - remain the most ...

Shopping Center REITs are the second-best performing major property sector this year - significantly outpacing their mall REIT peers, despite the recent "retail rout" and moderation in stimulus-fueled retail spending trends. After a surge in store closings during the pandemic, the num...

American Tower has demonstrated robust expansion at double-digit annual rates for more than 10 years. And I see such rapid expansion to continue in the future. The ramp-up of 5G provides an immediate catalyst. However, the rapid expansion also stretched its balance sheet. Its ...

According to the leading indicators of economic growth, the business cycle looks set to enter a period of material deceleration in the months ahead. This growth downturn is a continuation of the slowdown that began in the latter half of 2021. Combined with this downturn in growth, the...