How do REITS perform in a rising rate environment? The answer varies because different types of interest rates (Federal Funds, 10 year Treasury, Corporate Bond yield etc) have very different cycles.
Here, we explore how yields have moved during past periods and offer takeaways for pension investors to consider as they navigate the current cycle.
The Greenium – the yield that investors concede to companies issuing a green bond compared to the performance they would have required from these same companies for a conventional bond with the same maturity - was long perceived as volatile, hovering in one direction or another according to the seasonality. But it finally became a key issue in 2020.