Over the years, some of the best thematic plays in our Select Industries equity portfolio have been those that—at least initially—seemed to make the least “economic sense.” For example, who would have bet on Homebuilding stocks to shrug off a four-point spike in the 30-year mortgage rate over the last two-and-a-half years? Not many.
Jun
07
2024
Do High Rates Help Homebuilders?
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