Bill Carrigan
BMO Global Infrastructure ETF
ZGI-T
TOP PICK
May 22, 2015
He wants to be involved with infrastructure. This one trades fairly well and the trend is upwards. Heavily into energy infrastructure. iShares has a global infrastructure ETF (CIF-T) which is less energy infrastructure weighted if you would like that. They are both performing relatively the same.
(Top Pick Mar 17/15, Down 9.05%)he hoped it was more inflation proof. It did better than other things but is still down. He got rid of it less than a month ago. There are other ways to do the same thing now.
Not a pure play infrastructure product. You are not actually holding airports, roads, etc., you are holding companies that are involved in the construction and maintenance of those businesses.
[Global Infrastructure ETF for 10-15 year hold.] A lot of these ETFs have pipelines, real estate and telecom. You won’t get a lot of investment in telecom. There is not a perfect ETF to just play the best infrastructure. 10-15 years does not work for him
This is infrastructure and global. A lot of that ends up in being in energy, and there are some issues around that. On the other hand, the infrastructure area, particularly in the US, is probably not a bad bet.
BMO Global Infrastructure Index CAD (ZGI-T) or iShares Global Infrastructure IDX (CIF-T)? You could look at either one of these. There are some differences, but you could maybe split the amount you are using and Buy both.
Low-cost international infrastructure ETF Also, CIF, IGF and GII. Private markets have been big into infrastructure. Global infrastructure indexes are correlated to utilities which do well when rates decline. Also watch the high interest rate sensitivity of these. If you feel that the global economy has stabilized, then rates will drift higher--and infrastructure projects are very capital-intensive. What interest rates moving up, this is not the place to be.
The global infrastructure ETFs are not the way to play future infrastructure spending by countries. ZGI is a way to play traditional infrastructure like utilities, pipelines and telecos.
He wants to be involved with infrastructure. This one trades fairly well and the trend is upwards. Heavily into energy infrastructure. iShares has a global infrastructure ETF (CIF-T) which is less energy infrastructure weighted if you would like that. They are both performing relatively the same.