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12:17
Jul 16
Sitara Sundar Global Investment Specialist, J.P. Morgan Private Bank Bloomberg Markets
Go long infrastructure for AI resilience
Infrastructure is under-allocated in portfolios (e.g., family offices <1%) and offers inflation-resilient income backed by multiyear cash flows tied to AI rollout and re-industrialization; the firm is leaning into infrastructure.
IGF 1ST
HIGH

About IGF Analyst Coverage

Buzzberg tracks IGF (Global Infrastructure (IGF)) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade idea tracked. Past 7 days: 1 bullish. Latest voices: Sitara Sundar.