IGF News and Press, iShares Global Infrastructure ETF From 07/01/22

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...

Data released in June showed that annual headline CPI inflation - previously thought to be cooling - had touched a new 40-year high. Substantial rate hikes are possible as the Fed remains focused on stabilizing prices; however, in the process, a recession may become unavoidable. W...

How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...

Demand for infrastructure comes from two primary sources. First is the need to upgrade developed world infrastructure. Second is the need for the developing world to build out new infrastructure to support economic growth. Both are powerful long-term revenue drivers and will drive growth at...

According to data by Johns Hopkins , new COVID-19 cases in China reached a record high of 447,104 between Feb. 28 and March 6. The numbers have come down since then, but the seven-day average for daily new COVID-19 cases in China remains higher than at any point in 2020. In the U.S....

In an uncertain macroeconomic environment, the certainty of future earnings and growth will be key: infrastructure and utilities significantly outperform other equities on this measure. With a base case of slowing growth and higher inflation, our playbook for infrastructure portfolios...

We have seen crypto disruption expand across the financial system and expect this to continue. Inflation pressures may linger through 2022 and pose a risk of spiraling into a more persistent economic factor. Historically in these market environments, real assets—including n...

If my assumption is correct, the COVID-19 crisis pushed the global markets into a 6+ month Summer, Autumn, and Winter seasonal cycle. My belief is the COVID-19 crisis created a full Kondratieff Seasonal rotation in the global markets. As we explore the Kondratieff Seasonal cycles ...

Industrial production rose 0.4 percent in June, the eighth gain in the last nine months. However, manufacturing output, which accounts for about 75 percent of total industrial production, decreased 0.1 percent. All other industries combined (total excluding energy, high-tech, and moto...

The importance of transit hesitancy on the future on commercial real estate. Is this the right time to buy retail assets? How to play the "once in a generation" build-out of new infrastructure. For further details see: Global Real Estate And Infrastructure: Should Altern...