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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. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.