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I have high conviction in real assets right now. I detail why I believe that quality real asset investments will be worth materially more over time. I also share two of my highest conviction real asset investments of the moment.
ETFs like PAVE offer diversified exposure to AI data center power infrastructure as utilities and grid equipment firms benefit from rising AI build-out spending.
Designed to provide broad exposure to the Utilities/Infrastructure ETFs category of the market, the iShares U.S. Infrastructure ETF (IFRA) is a smart beta exchange traded fund launched on 04/03/2018.
Designed to provide broad exposure to the Utilities - Infrastructure segment of the equity market, the iShares U.S. Infrastructure ETF (IFRA) is a passively managed exchange traded fund launched on April 3, 2018.
The American grid is being asked to do something it was never designed to do: power an artificial intelligence (AI) build-out, electrify transportation, support reshored manufacturing, and replace aging transmission lines all at the same time.
IFRA, the iShares US Infrastructure ETF, remains a buy with strong momentum and sector tailwinds, led by top performer Caterpillar. IFRA trades at a PEG ratio supported by a 9.6% long-term EPS growth rate, with its P/E multiple rising to nearly 21x. The ETF is heavily weighted toward Utilities (40%+) and Industrials (35%), both benefiting from AI-driven infrastructure demand.
Launched on 04/03/2018, the iShares U.S. Infrastructure ETF (IFRA) is a smart beta exchange traded fund offering broad exposure to the Utilities/Infrastructure ETFs category of the market.
Designed to provide broad exposure to the Utilities - Infrastructure segment of the equity market, the iShares U.S. Infrastructure ETF (IFRA) is a passively managed exchange traded fund launched on April 3, 2018.