Summary

• The iShares Global Infrastructure ETF receives a Hold rating due to global macroeconomic headwinds and sector-specific risks like elevated energy prices and supply chain disruptions.
• IGF faces near-term pressure from elevated energy costs, supply chain disruptions, and slowing global GDP growth, particularly impacting its transportation sector exposure.
• Stability in IGF is partially offset by US utilities and midstream investments, benefiting from data center-driven electricity demand and grid modernization.
• IGF offers a 2.94% yield and diversified infrastructure exposure, but domestic-focused alternatives may present more favorable risk-adjusted opportunities in the current environment.

The iShares Global Infrastructure ETF (IGF) is a sector-focused exchange-traded fund designed to provide global exposure to infrastructure-related companies, including companies in the business of engineering & construction, power production, midstream oil and gas, and transportation, among others. IGF can

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