Bloomberg Market Wrap 6/4: REITs, Dividend Yields

The video discusses the performance of the real estate sector as a bond proxy, highlighting its recent outperformance in the S&P 500. However, rising bond yields have led to a sell-off in real estate stocks, with Ventus leading the decline. The discussion also covers the attractiveness of equities with high dividend yields compared to Treasury yields, suggesting a potential shift in investment strategies.

What was the performance of the real estate sector in the S&P 500 through yesterday?

• It was the second-best performing sector.

• It was the worst-performing sector.

• It had no significant change.

• It was the best-performing sector.

How did rising bond yields affect the real estate sector?

• It caused widespread selling in the real estate sector.

• It led to increased investment in real estate.

• It had no impact on the real estate sector.

• It boosted the real estate sector's performance.

Which sector became the best-performing sector year to date after the drop in REITs?

• Consumer Goods

• Technology

• Energy

• Healthcare

What is the relationship between 10-year Treasury yields and S&P 500 dividend yields?

• The spread between them determines relative attractiveness.

• Treasury yields are always higher.

• They are unrelated.

• S&P 500 dividend yields are always higher.

Why might equity investors focused on dividends consider switching to bonds?

• Bonds have become more attractive due to higher yields.

• Bonds offer higher risk.

• Equities offer no dividends.

• Equities have become more volatile.