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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...
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...
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2024-05-02 02:44:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-04-22 08:48:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-04-02 12:34:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...