In this video, Matt Koppenheffer reviews Invesco's (NYSE: IVR ) latest earnings report and, more importantly, its current investment strategy. As agency-backed mortgage securities become more expensive due to Federal Reserve purchases, Invesco has shifted to non-agency mortgage investments. This reflects increased confidence in the American economy and housing market. Invesco isn't alone. Annaly Capital Management (NYSE: NLY ) is also in the process of making a shift in its investment portfolio. While we've heard a lot of talk about improvement in the housing market and economy, these moves by Invesco and Annaly suggest that confidence in that conclusion may be growing.
Annaly Capital Management has a history of paying huge dividends to shareholders. But there are some crucial issues investors have to understand about Annaly's business model before buying the stock. In this brand new premium research report on the company, our analyst runs through these absolute must-know topics, as well as the future opportunities and pitfalls of the company's strategy. Click here now to claim your copy.