IGF News and Press, iShares Global Infrastructure ETF From 08/08/22

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...

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...