Wouldn't bonds underperform as interest rates rise? Obviously their rates(cash flow) will go up but their value will be dropping. They outperformed when rates were dropping.
This is part of the reason AFL is my largest holding. Higher interest rates should be great for insurance companies.
Kerim: I agree not much looking too attractive right now.
Edit: I will say I think DLR and SO are attractive since their earnings related drops but you might be catching a falling knife. Both face headwinds in the short term. Oh and AAPL looks good with their great recent earnings report and new products rolling out.(In fact I bought a few shares right before earnings)
This is part of the reason AFL is my largest holding. Higher interest rates should be great for insurance companies.
Kerim: I agree not much looking too attractive right now.
Edit: I will say I think DLR and SO are attractive since their earnings related drops but you might be catching a falling knife. Both face headwinds in the short term. Oh and AAPL looks good with their great recent earnings report and new products rolling out.(In fact I bought a few shares right before earnings)