"In two areas I would say, one, a lot of investors are still just trying to lock in yield right now. An ETF like BINC , emerging market bonds, collateralized loan obligations and really lock in some of those yields that can be, you know, five, six, almost 7%," Jacobs says."The other area where we're seeing more interest right now is actually a little contrarian to the market, it's looking at value stocks.
And frankly, we're just seeing more dispersion across stocks and sectors and all of that really kind of lines up with having a stock picker behind the scenes, able to navigate this volatility and dispersion can really help deliver better returns in the future, especially if broad market indexes can't deliver what they did over the last decade.
Well, in two areas, I would say, you know, one, a lot of investors are still just trying to lock in yield right now. Interesting, you know, we've talked so much at length about A I and all of the different ETF plays that are out there. I think one other area to look at that's kind of adjacent to utilities is in the real estate space which is data centers.They contract out basically renting their warehouse space for cloud computing and artificial intelligence compute for a long time.But at the same time, they they just get to command a huge premium right now because there's so much A I demand not enough data center space.