BMO Global Infrastructure ETF (ZGI-T)

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.

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.

[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

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.

(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.

The premiums in these stocks that pay these reasonable dividends are massive. Money has been attracted to these. He does not like to own them.

(A Top Pick Sept 2/14. Up 11.39%.) Infrastructure is the sort of thing that money is just pouring into around the world, as governments are trying to find ways to stimulate growth. This is far less likely to drop relative to traditional stock-based investments.

(A Top Pick May 22/15. Down 2.93%.) If you own, continue to stick with it.

When he looks at global infrastructure ETF’s, it always sounds like a pretty good idea. However, what he has found with any of these is that they’ve all got pretty much the same stuff in them. He didn’t go into this because he didn’t think there is enough diversification in the area to make it attractive for him. A lot of this is State infrastructure and he hasn’t been able to see where the money is being made.

The whole infrastructure space appeals to him. Pension funds, endowment funds, sovereign wealth funds are on a global hunt for infrastructure projects, and their main goal in that is to create a yield. We are all looking for yield and this is one of the longer-term trends that he really likes. There is also a sense that the infrastructure space can react positively to interest rates if they rise.

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.