By Philip van Doorn
Mortgage real-estate investment trusts might be something to consider now if you are looking for investment income. This may seem a contrarian trade at a time when investors are worried about rising interest rates, but many stocks in this subsector have high yields and are trading below book value.
With interest rates so low and higher prices for some items, particularly homes and cars, investors are rightly concerned about the risk of inflation. So there’s plenty of advice about how to shift your investments for a period of rising interest rates.
But what if that fear is also presenting an opportunity in assets that may be undervalued?