Opinions The Panic-Proof Portfolio (Stockchase Research)
iShares Global Infrastructure E.T.F.IGFTOP PICKJul 28, 2026
$66.93
Stock price when the opinion was issued
$66.50
As of Jul 29, 2026. Market Open.
E.T.F.'s
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Premium contentTOP PICK
Stockchase Research Editor: Michael O’Reilly
Inflation, global energy infrastructure and even AI data center interest make IGF a TOP PICK candidate. It holds 110 electric, natural gas, pipeline, road and airport management companies worldwide. It offers a good yield that has seen the dividend grow by 15% annually over the past five years. We recommend setting a stop-loss at $60, looking to achieve $80 — upside potential of 18%. Yield 2.9%
E.T.F.'s
PAST TOP PICK
COMMENT
2 types of infrastructure spending. 1) Asset infrastructure (inflation protection type), which includes ports, transportation and utilities. (Long term assets) and 2) Engineering/construction infrastructure where spending is expected in the next couple of years. (Growth) (This one is assets.)
E.T.F.'s
TOP PICK
Global infrastructure spending is expected to grow over the next 25 years by $41 trillion US.
Vinny CatalanoOwned
E.T.F.'s
We reiterate IGF, holding 110 utility, pipeline, road and airport management companies worldwide as a TOP PICK. Infrastructure is less flashy than AI memory chips, say analysts, but it benefits from a multi-decade spending cycle driven by grid modernization, reshoring, and energy transition — trends that don't disappear when sentiment shifts. We also like that dividend growth has averaged 14% annually over the past five years. We recommend trailing up the stop (from $60) to $64, looking to achieve $79 -- upside potential of 18%. Yield 2.8%