Barclays previews real-estate investment trust earnings reports and sees book values eroding as the market "gets jittery" about an eventual Federal Reserve exit from the mortgage bond market: We expect that as the market prices in an end to QE, MBS will sell off, which should pressure book values but boost returns on new investments.
http://blogs.barrons.com/incomeinvesting/2013/04/11/barclays-only-a-few-mreits-seen-as-compelling-investments/?mod=BOL_hpp_blog_ii
http://blogs.barrons.com/incomeinvesting/2013/04/11/barclays-only-a-few-mreits-seen-as-compelling-investments/?mod=BOL_hpp_blog_ii
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