IGF News and Press, iShares Global Infrastructure ETF From 01/10/23

Summary Arguably one of the greatest frustrations for investors over the past year of rampant inflation was the dismal performance of real assets regarded as inflation hedges and their positive correlations to the returns of nominal assets, such as conventional government bonds. Even th...

Summary Correlations across U.S. equity, international equity, and fixed income rose in 2022 as global central banks increased policy rates to reduce consumer demand and curb inflation. International markets may benefit as peak pessimism fades. Energy, Communication Services, and In...

Summary Expectations surrounding central bank policy, China’s gradual reopening and a lower US dollar are key to investor sentiment in the final stretch of 2022. Central banks have increased interest rates at the fastest rate on record, and there are signs that higher yields are ...

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...