GII SPDR S&P Global Infrastructure ETF Loading...

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12:45
Jun 11
Grace Peters Head of Global Equities, J.P. Morgan Private Bank Bloomberg Markets
Infrastructure super cycle supports capex assets
The global economy is in an infrastructure super cycle: capex growth extends well beyond AI, with S&P 500 ex-AI capex up 12% in Q1. This capex theme is rewarded by markets and links to AI buildout, security, and power, supporting an earnings super cycle.
GII 1ST
MED
15:00
Jun 10
Henry McVey KKR Global Macro and Asset Allocation Head Bloomberg Markets
Double allocation to global infrastructure.
Global investors are underweight infrastructure at ~3%, which should double as the AI and security industrial revolution drives massive buildout. This creates a durable allocation opportunity.
GII 1ST
MED

About GII Analyst Coverage

Buzzberg tracks GII (SPDR S&P Global Infrastructure ETF) across 1 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked. Latest voices: Grace Peters, Henry McVey.