Opinions The Panic-Proof Portfolio (Stockchase Research)
iShares Global Infrastructure E.T.F.IGFPAST TOP PICKSep 15, 2026
Stock price when the opinion was issued
As of Sep 15, 2026. Market Open.
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Premium contentWe 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%
Premium contentInflation, 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%
Vinny Catalano
Our PAST TOP PICK with IGF has triggered its stop at $64. To remain disciplined, we recommend covering the position at this time. When combined with previous guidance, this will result in a net investment loss of 5%.