21min chapter

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Weekly Notebook Review | Navigating Market Signals and Risks in Financial Investment Management | October 12, 2023

Hedgeye Podcasts

CHAPTER

REITs and Utilities: Top Performing Sectors in the US

This chapter focuses on the recent movement in the real estate investment trust (REIT) sector and utilities, highlighting their performance as the top sectors in the US. The speakers discuss the XLRE index's increase last week, while acknowledging its decline in the previous months. They briefly mention specific stocks like LVMH and the significance of REIT sensitivity in the market.

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