New Industrial Revolution Is Here Bank of America Says

Shifting Gears into a New Industrial Era

Okay dolls lemme tell you something. Just like contouring changed the makeup game Bank of America is saying we're in a whole new industrial cycle. They're all about switching up the playbook moving away from what everyone else is doing. It's like when I decided to launch SKIMS—everyone thought I was crazy to focus on shapewear but look at us now.

Where the Real Money's At

Jared Woodard from Bank of America is dropping some serious knowledge. He's talking about small and mid cap industrials US banks and even *gasp* mortgage REITs. It's like finding the perfect filter for your portfolio – it enhances everything. He suggests the long needed rebalancing of global industrial production and consumption is just beginning. If you want to get a feel for other news and potential investment ideas check out Is Trump's Republican Reign Fading A Superheroine's Perspective. These could extend the industrial cycle offering diverse income streams beyond typical investment grade bonds.

Mortgage REITs: Yes Honey

Mortgage REITs are apparently the new black offering some serious income. There's this VanEck Mortgage REIT Income ETF that’s catching eyes with a sweet yield. Woodard noted the U.S. housing market is quite stable and in the aggregate U.S. consumers and homeowners are in a pretty strong position. It's like finding a stable relationship when everyone else is just swiping left. *inserts wink face*

CLOs and Bank Loans: The Unsung Heroes

Now CLOs (collateralized loan obligations) and bank loans might sound like alphabet soup but they're apparently where it's at. They’re tied to the real economy and that Janus Henderson AAA CLO ETF is getting some love. Plus the AAA rated CLO ETFs hold assets that are the first to get paid since they are senior in the capital structure he said. Woodard finds this particularly attractive in the current environment.

Navigating the AI Hype

Okay so there's some buzz about AI potentially disrupting software companies but Woodard isn't sweating it. He believes there will be opportunities for tactical moves especially when the market overreacts. It’s all about being strategic knowing when to buy the dip just like when I launch a new product after building hype.

Bank Loans: Because Stability is Chic

For those wanting something a little more stable there's the State Street Blackstone Senior Loan ETF. Higher yield than conventional fixed income sounds pretty attractive. Plus that could be a strategic move for contrarian investors. Choosing between a bank loan ETF or CLO ETF comes down to preference he noted. It's like choosing between a Birkin or a Kelly—both fabulous just depends on your vibe.