GII SPDR S&P Global Infrastructure ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
23:00
Sep 16
Sep 16
3PRO TV
Global government-led investment supercycle benefits capex firms.
The world is entering a government-led age of big investment, with the US and now Canada committing large multi-year infrastructure programs. This should draw excess savings into investment and benefit companies receiving that capital spending.
12:45
Jun 11
Jun 11
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.
15:00
Jun 10
Jun 10
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.
About GII Investor Commentary
Across the available history and selected sources, Buzzberg tracks GII (SPDR S&P Global Infrastructure ETF) across 3 sources: 4 bullish vs 0 bearish calls from 4 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 4 total trade ideas tracked. Latest voices: Sung Sang-hyun, Grace Peters, Henry McVey.