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GHII: A High-Dividend Global Infrastructure Equity ETF

Published Mon, 19 Aug 2019 13:57:58 -0400 on Seeking Alpha

Global infrastructure, a class of "real assets", has become more and more popular with investors who are seeking to enhance the resilience and diversification of their equity portfolio.
Infrastructure assets, including utilities, oil and gas pipeline networks, communications and transportation infrastructure, provide important services to the broader society. These assets can provide stable and predictable cash flow that is buttressed by long-term contracts or regulation, as well as monopolistic characteristics and high barriers to entry. Moreover, listed infrastructure companies offer liquid access to illiquid assets.
Through infrastructure funds, investors can access a broad range of investment opportunities across regions and sectors that may not be possible to achieve through direct investment. Diversification can help mitigate risk in concentrated exposure to economic downturns or regulations in one specific region.
The outlook for global listed infrastructure remains positive, due to their quality defensive characteristics that can provide sustainable cash flows in face of market volatility.
In a 2017 report, the consulting firm McKinsey estimated that $3.7 trillion of investment in economic infrastructure will be needed every year from now until 2035. Moreover, infrastructure investment will continue to shift to emerging markets, with developed markets taking a comparatively smaller share of investment.

In our previous piece (How Does iShares Global... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
MACQUARIE INFRASTRUCTURE 39.63   34.2 1.16 4.00 10.04
SHIP FINANCE INTERNATIONAL 14.36   16.3 0.88 1.40 9.50
GLOBAL X SUPERDIVIDEND ETF 17.06   0.0 0.00 0.00 8.83
MACQUARIE GLOBAL INFRA TOTAL RETURN FUND 23.88   0.0 0.00 0.00 7.07
COHEN & STEERS INFRA FUND 27.26   0.0 0.00 0.00 6.88