Given our somewhat cautious market outlook, we are optimistic that our real asset strategies – REITs, GLI, Water, and Clean Energy – will be a good place to invest in 2024 versus the broader market. In a choppy market, we like the diversification and defensiveness that they provide. With peak interest rates likely behind us, we also think they are poised for a rebound as investors appreciate their higher dividend yields and more resilient earnings potential.
These comments are the opinion of Duff & Phelps Investment Management Co. This material has been prepared using sources of information generally believed to be reliable; however, its accuracy is not guaranteed. Opinions represented are subject to change and should not be considered investment advice or an offer of securities. Please consult your financial professional for investment advice.
Past performance is no guarantee of future results.
All investment carry a certain degree of risk, including possible loss of principal.
Diversification does not assure a profit or protect against losses.
Please consider a Fund's investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, call 800-243-4361 or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.
Not insured by FDIC/NCUSIF or any federal government agency. No bank guarantee. Not a deposit. May lose value.