John Bartlett Talks Areas Of Opportunity In A Rising Rate Environment

John Bartlett, President of Reaves Asset Management, says the market has gotten a little bit more comfortable with the notion that interest rates are going back up. He believes utilities are well positioned to deliver 5-7% earnings growth over long periods of time with an average yield of about 3.5%, with a much lower market beta. They like REIT ETFs like RSRFX.

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John Bartlett Talks Areas Of Opportunity In A Rising Rate Environment

John Bartlett, President of Reaves Asset Management, says the market has gotten a little bit more comfortable with the notion that interest rates are going back up. He believes utilities are well positioned to deliver 5-7% earnings growth over long periods of time with an average yield of about 3.5%, with a much lower market beta. They like REIT ETFs like RSRFX.