IGF News and Press, iShares Global Infrastructure ETF From 10/21/22

Summary Infrastructure is resilient, and in terms of low volatility cash flows, it stands up even to debt. The issue is that it barely yields more than risk-free debt, certainly not more than lots of highly rates corporate debt. The problem is that private market multiples, in...

Summary Macro policy is ripping through markets now. We step back and look at why real assets in private markets like infrastructure could be attractive long term. Stocks fell after U.S. payroll gains slowed but not enough to deter the Fed from its singular focus on inflation, wit...

Summary Sustainable Power & Infrastructure Split Corp. is a sector-specific investment product with a defensive focus. Its performance is only marginally lower than the SPY (S&P500) since PWI:CA's inception when including distributions, but lags other infrastructure funds,...

IGF has toll-road economics companies, probably the best thing to go for in the current market. Fixed costs, high barriers to entry and reliable income streams are appreciated when yielding higher than bonds. The issue is that the earnings yield is pretty low on this portfolio, so...

Inflation is running at levels not seen in 40 years; whether or not it has peaked, we believe that moderation will be a long process.1 Despite the challenges inflation presents for the broader economy, there are several long-term structural themes that we believe could provide some resili...

With equities weaker in 2022 and trading on fast-moving events, such as the Federal Reserve’s aggressive rate hikes and the war in Ukraine, infrastructure’s long-term proposition has been looking more attractive to investors today. Commodity inflation has had little impa...

The global economy and financial markets have suffered a dreadful H1 2022, ravaged by a severe commodity shock, strict COVID-19 lockdowns in the world’s second-largest economy, and one of the most aggressive Fed tightening cycles in recent history. H2 looks equally tough. In it...

If higher prices, which have now broadened, are allowed to persist, they can become sticky. A wage-price spiral, where rising wages beget rising prices, which cause further pressure on wages, certainly could allow inflation to be a challenge for longer than expected. In general, tradi...

It's hard to buy good companies when their stock prices keep going up -- especially in a bear market when most stocks are going down . But there are good reasons why Chevron (NYSE: CVX) , the iShares Global Infrastructure ETF (NASDAQ: IGF) , and EOG Resources (NYSE...

Infrastructure stocks have historically performed well in inflationary environments like the one we find ourselves in today. In the short time since the infrastructure bill’s enactment, the federal government awarded, announced, or initiated funding processes for over $110 bill...