Inflection Points: And Just Like That... Rising Election Risk

IFRA: U.S. Infrastructure Is A Solid Bet, Just Not This ETF

IShares U.S. Infrastructure ETF (IFRA) warrants a hold rating due to mixed factors impacting its outlook. IFRA focuses on U.s. Companies in utility and construction. The fund has a low expense ratio compared to peers and a high amount of diversification. Positive factors for the fund include strong demand for infrastructure improvement and bipartisan support for government funding.

Weekly Report: what happened at GII last week (0715-0719)?

Weekly Report: what happened at GII last week (0708-0712)?

Weekly Report: what happened at GII last week (0701-0705)?

Weekly Report: what happened at GII last week (0624-0628)?

Investing In The Future: The New Era Of Infrastructure

Weekly Report: what happened at GII last week (0617-0621)?

Weekly Report: what happened at GII last week (0610-0614)?

GII: A Strong Infrastructure Fund

SPDRR S&P Global Infrastructure ETF tracks 75 of the world's largest infrastructure companies. GII offers strong global exposure, balanced sector weightings, and potential for outperformance. The US makes up the largest allocation at nearly 42% of the fund. The fund tracks a broad list of the biggest infrastructure companies around the world.

Weekly Report: what happened at GII last week (0603-0607)?

It All Rests On Infrastructure

Weekly Report: what happened at GII last week (0527-0531)?

Listed Infrastructure: Structural Growth Tailwinds Aplenty

Global listed infrastructure is set to benefit from significant structural growth drivers. The energy transition, demographic shifts, and increased digitalization are creating substantial opportunities for investment in the asset class. Global listed infrastructure companies are poised to potentially benefit from accelerating structural growth tailwinds in the decade ahead.

Peak Rates A Good Sign For Infrastructure

Infrastructure has historically outperformed global equities as interest rates have peaked. Infrastructure assets offer meaningful capital upside and have long-term drivers, such as decarbonization and AI. We expect infrastructure dividends to grow annually, and the sector has defensive qualities that shine in economic slowdowns.

Weekly Report: what happened at GII last week (0520-0524)?

Weekly Report: what happened at GII last week (0513-0517)?

Listed Vs. Unlisted Infrastructure: A Misunderstood Rivalry?

Traditionally, infrastructure portfolios have been divided into listed and unlisted segments. Listed infrastructure typically focuses on lower-risk profiles with predictable revenue streams. Unlisted infrastructure assets allow for direct control and higher yields. Investors should consider integrating both into portfolios to maximize returns and manage risks.

Weekly Report: what happened at GII last week (0506-0510)?

U.S. Real Estate Spring 2024 Report: Four Quadrant Perspectives