3 Intelligent Investment Options If Interest Rates Remain Elevated for an Extended Period
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 23 2026
0mins
Source: Marketbeat
Federal Reserve Meeting Insights: The recent Federal Reserve meeting highlighted a challenging economic backdrop for investors, with persistent inflation above the Fed's target, leading to speculation about potential interest rate increases.
Investment Strategies Amid Inflation: Investors are encouraged to seek opportunities that can benefit from sustained inflation, focusing on investments that hedge against inflation without requiring aggressive easing from the Federal Reserve.
Real Estate Investment Trusts (REITs): The Vanguard Global ex-U.S. Real Estate ETF (VNQI) is noted for its low expense ratio and significant assets under management, making it an attractive option for investors looking for exposure to international real estate markets.
Equinix Stock Performance: Equinix Inc. (EQIX) is highlighted as a strong investment choice due to its long-term revenue growth potential, making it less sensitive to interest rate fluctuations, which is favorable for investors seeking stability amidst market volatility.
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Analyst Views on EQIX
Wall Street analysts forecast EQIX stock price to fall
18 Analyst Rating
16 Buy
2 Hold
0 Sell
Strong Buy
Current: 998.840
Low
785.00
Averages
959.25
High
1218
Current: 998.840
Low
785.00
Averages
959.25
High
1218
About EQIX
Equinix, Inc. is a digital infrastructure company. The Company's platform, Equinix, combines a global footprint of International Business Exchange and xScale data centers in the Americas, Asia-Pacific, and Europe, the Middle East and Africa (EMEA) regions, interconnection offerings, and digital ecosystems required to serve a large and diverse set of customers. It offers a variety of enabling solutions that support a customer's need to implement, operate and maintain its colocated deployments. Its solutions include Equinix SmartView, Equinix Smart Hands, Equinix Smart Build, and Equinix Managed Solutions and Enablement Services. Equinix SmartView is fully integrated monitoring software that provides customers with visibility into the operating data relevant to their specific Equinix footprint. Its interconnection solutions connect businesses directly within and between its data centers across its platform. Its interconnection solutions are Equinix Fabric, Fiber Connect, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Income Distribution Advantage: REITs are favored for their legal requirement to distribute 90% of taxable income to shareholders; for instance, Realty Income has increased its monthly dividend 135 times since going public in 1994, attracting many income-seeking investors.
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- Investment Timing Analysis: Although the economic outlook is relatively optimistic with unemployment near historical lows, investing in REITs requires attention to future interest rate trends; if rates remain stable, debt-heavy REITs will continue to benefit from a low-rate environment.
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- Subsector Performance: Lodging and resort REITs have surged nearly 43% this year, with a 12% increase in June alone, primarily driven by a resurgence in group and corporate travel, reflecting a rebound in consumer demand.
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- Investor Misconceptions: Many novice investors mistakenly believe that a higher stock price indicates greater value, but market capitalization provides a more accurate comparison of company value, highlighting the importance of this metric.
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- Dial-in Information: Participants can join the call by dialing 1-517-308-9482 and referencing the passcode EQIX, a setup designed to enhance investor engagement and transparency regarding the company's performance.
- Live Webcast: The call will be available via a live webcast on the Investor Relations site, ensuring that global investors can easily access information, thereby strengthening the interaction between the company and its investors.
- Replay Details: A replay of the call will be available one hour after its conclusion until September 30, 2026, by dialing 1-866-427-6395 and entering passcode 2026, allowing investors who missed the live event to catch up on important updates.
See More
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See More
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- Strong REIT Performance: While the overall market declined by about 1% in June, real estate investment trusts (REITs) surged, with the entire sector up approximately 9.5% this year, demonstrating resilience and attractiveness in the economic recovery.
- Income Distribution Advantage: REITs are favored for their legal requirement to distribute 90% of taxable income to shareholders; for instance, Realty Income has increased its monthly dividend 135 times since going public in 1994, attracting many income-seeking investors.
- Sector Recovery Drivers: With workers returning to offices and malls, lodging and resort REITs have risen nearly 43% this year, while data center REITs have increased over 33% due to extraordinary growth driven by artificial intelligence and rising data usage, highlighting strong growth potential in specific categories.
- Investment Timing Analysis: Although the economic outlook is relatively optimistic with unemployment near historical lows, investing in REITs requires attention to future interest rate trends; if rates remain stable, debt-heavy REITs will continue to benefit from a low-rate environment.
See More
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- Overall REIT Recovery: In 2026, REITs have risen approximately 9.5%, outperforming the broader market, indicating strong signs of recovery post-pandemic, particularly in the office and retail sectors.
- Subsector Performance: Lodging and resort REITs have surged nearly 43% this year, with a 12% increase in June alone, primarily driven by a resurgence in group and corporate travel, reflecting a rebound in consumer demand.
- Data Center REIT Growth: Data center REITs have increased over 33% this year, fueled by extraordinary growth from artificial intelligence companies and rising data usage, showcasing the sector's robust growth potential that attracts investor interest.
- Economic Environment Impact: The U.S. economy appears relatively strong with an unemployment rate of 4.2%, near historical lows, and if interest rates remain stable, debt-heavy REITs will benefit, especially healthcare-related REITs that tend to perform well during economic downturns.
See More
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- Data Center Advantage: Equinix, as a data center REIT, leverages its unique interconnection moat to provide secure physical locations for enterprise AI, addressing the growing market demand.
- AI Infrastructure Demand: As enterprise AI transitions from experimental to production phases, the need for secure connections among data, clouds, networks, and AI models significantly increases, positioning Equinix to benefit.
- Market Response: As of June 23, 2026, Equinix's stock performance reflects market recognition of its potential in AI infrastructure, indicating investor confidence in its future growth.
- Strategic Positioning: Equinix's strategic positioning makes it a potential winner in AI infrastructure, particularly as enterprises require reliable infrastructure to support AI applications, further solidifying its market position.
See More
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- Investor Misconceptions: Many novice investors mistakenly believe that a higher stock price indicates greater value, but market capitalization provides a more accurate comparison of company value, highlighting the importance of this metric.
- Market Positioning Impact: A company's market cap determines its size tier among peers, directly influencing which mutual funds and ETFs are willing to hold the stock, particularly those focused on large-cap stocks.
- Stock Price Fluctuations: At Wednesday's close, Southern Company was down about 0.5%, while Equinix fell approximately 2.8%, reflecting differing market reactions that could influence investor decisions.
See More
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- Earnings Call Announcement: Equinix will hold its Q2 earnings conference call on July 29, 2026, at 5:30 p.m. ET, discussing financial results for the period ending June 30, 2026, which is expected to provide investors with key performance metrics and future outlook.
- Dial-in Information: Participants can join the call by dialing 1-517-308-9482 and referencing the passcode EQIX, a setup designed to enhance investor engagement and transparency regarding the company's performance.
- Live Webcast: The call will be available via a live webcast on the Investor Relations site, ensuring that global investors can easily access information, thereby strengthening the interaction between the company and its investors.
- Replay Details: A replay of the call will be available one hour after its conclusion until September 30, 2026, by dialing 1-866-427-6395 and entering passcode 2026, allowing investors who missed the live event to catch up on important updates.
See More
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- Award Recognition: Carahsoft has been named the 2025 AMER Distributor of the Year by Equinix for the second consecutive year, highlighting its significant role in expanding Equinix's influence in the Public Sector.
- Impactful Collaboration: As Equinix's Public Sector distributor since 2022, Carahsoft has streamlined customer access through contract vehicles while enhancing partners' sales and solution resources, driving adoption of Equinix solutions in the Public Sector.
- Innovative Marketing Activities: In 2025, Carahsoft achieved new milestones through increased marketing engagement, partner-focused campaigns, and collaborative events, including hosting Equinix's first onsite partner event with 45 partners, generating substantial digital transformation value.
- Strategic Partnership Outlook: Equinix noted that Carahsoft's expertise has accelerated Public Sector growth and expanded access to secure, scalable infrastructure, with plans to maintain strong momentum in their collaboration moving forward.
See More
