IGF News and Press, iShares Global Infrastructure ETF From 02/25/23

Summary GMO and Bridgewater recently published research notes that paint an unfavorable picture for US equities. According to GMO, US Large caps are forecast to return -1.6% after inflation over the coming 7-year period. Bridgewater Associates believes that the only way to slay infl...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Wagering on smart city stocks could be a fascinating long-term investing move. Over the past few years, local organizations have had to undergo rapid digital transformation following the step-changes brought about by the pand...

Summary Listed alternative asset management firms have done well recently with a median average re-rating of 21.8% higher. But which one should you buy and which should you avoid? I share how I assess 10 key listed asset management firms using 5 simple criteria. I arrive at slightly...

Summary Strains are building, and the U.S. will likely enter recession in the second half of 2023. By then, Europe will likely be emerging from recession, while China and Emerging Asia may be enjoying a COVID-reopening-inspired recovery. Segments of the inflation basket will soften rapi...

Summary iShares Global Infrastructure ETF looks like an attractive buy for a balanced portfolio. Utility exposure presents defensive positioning. Infrastructure policy will fuel medium-term growth. Lower cement prices will ease construction margins. Technical analysis also s...

Summary Manufacturing accounts for 8% of US employment, 20% of capital investment, and 35% of annual US productivity growth. Projects supporting growth for semiconductor fabrication, electric vehicle and battery plants, data centers, and warehouse/distribution centers now account for ap...

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 ...