IGF News and Press, iShares Global Infrastructure ETF From 11/11/22

Summary While a divided US government may look appealing, there are long-term risks amid resulting gridlock. The longest night belonged to the pollsters and pundits, whose predictions for a “red wave” did not come to fruition. Looking at historical relationships ...

Summary Why the infrastructure sector has shown resiliency even during times of market volatility. The case for alternative investments to help diversify your portfolio. When it comes to renewable energy, spending gaps remain. But there are opportunities for investors. ...

Summary Opportunities for investors emerge as traditional style infrastructure moves toward a net zero carbon footprint. Traditional infrastructure has earned a grade of C- from the American Society of Civil Engineers. Innovative companies across multiple sectors have an immen...

Summary As much as $130 trillion could be spent globally on infrastructure over the next five years, driving unprecedented efforts to revitalize, enhance and expand infrastructure assets around the world. Modern infrastructure projects increasingly seek to optimize transportation,...

Summary The global economy has been hit by several headwinds, almost all of them leading back to higher inflation. Europe is likely already in recession, the U.S. will enter recession in Q2 2023, while China struggles to make recovery headway. Markets have faced up to the reality ...

Summary The world’s infrastructure needs an upgrade. Here’s how investors can make the most of this global opportunity. Investment in infrastructure is nothing new. Many pension plans started getting interested in the asset class back in the 1990s, when Australia sta...

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...