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A Look at Yield Investments When Rates Have Risen

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We look at yield-oriented ETFs over the last 11 times, dating back to 2004, interest rates rose enough to cause a -10% correction in TLT. International dividend, convertibles, and high yield bonds have been good places to be. Investment-grade corporates and Utilities have been weak. Preferreds, REITs, and solar have mixed records, often marching more to the beat of the prevailing fundamentals.

Ned Davis Research | ETF Selection | Highlights | Weekly

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