How to Position Your Portfolio in Late Cycle of Economic Recovery

The video discusses investment strategies for the late cycle of economic recovery, focusing on long-term bonds and income-focused investments like REITs. It highlights the benefits of long-term bonds as a hedge against risky assets and compares US interest rates with global rates. The video also explores the attractiveness of REITs due to their yields in the current market environment.

Discuss the implications of US interest rates being higher than much of the rest of the world.

Why might investors overlook REITs despite their potential yields?