3 cheap areas of the stock market to buy as the Fed unveils a 'rare double whammy' of stimulus, BofA says

Oct. 1, 2024 - Markets Insider

AdvertisementThe large-cap real estate sector benefits from Wall Street's massive investment in data centers, a necessary infrastructure component of the artificial intelligence buildout. AdvertisementIn Subramanian's view, part of the appeal of value sectors is the high dividends they offer.

As the Fed's cutting cycle pulls down short-term yields, money market investors will search for new sources of income. She previously noted that dividend yields are especially alluring in real estate.

Since 2008, real estate dividends has doubled the proportion of high-quality market cap...