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Best ETFs for the Infrastructure Boom & Megatrends

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  • (1:00) - New Infrastructure Bill: What Are The Big Takeaways Investors Need To Know?
  • (9:20) - What Should We Expect From The Build Back Better Bill?
  • (17:00) - What 2022 Mega Trends Should Investors Keep An Eye On?
  • (26:15) - How Should You Position Your Portfolio For The Remainder Of 2021?
  •                Podcast@Zacks.com

 

In this episode of ETF Spotlight, I speak with Jeff Spiegel, U.S. Head of Megatrends and International ETFs at BlackRock, the world’s largest asset manager with a portfolio exceeding $9.5 trillion.

We discuss the $1 trillion infrastructure law, Build Back Better framework and investing themes for 2022.

Earlier this week, President Biden signed into law the massive bipartisan bill that provides for the biggest investments in the U.S. infrastructure in decades, including funds to repair aging roads and bridges, modernize rails, ports, and airports and expand broadband access, among other projects.

The iShares U.S. Infrastructure ETF (IFRA - Free Report) has already seen a lot of inflows this year, but investors may be missing an opportunity in digital infrastructure, per Jeff. The iShares Cloud 5G and Tech ETF (IDAT - Free Report) provides exposure to the companies that will play a critical role in helping make high-speed internet access for every American a reality.

The Build Back Better bill, which calls for spending $1.75 trillion over a decade, is awaiting a vote by Congress. The framework proposes the largest single investment in the clean energy economy. It also includes tax credits to buyers of electric vehicles and other incentives.

The iShares Self-Driving EV and Tech ETF (IDRV - Free Report) invests not only in EV manufacturers but also the critical input providers for manufacturing. Tesla (TSLA - Free Report) , NVIDIA (NVDA - Free Report) and Qualcomm (QCOM - Free Report) are its top holdings.

The iShares Clean Energy ETF (ICLN - Free Report) provides exposure to the entire value-chain of companies involved in clean energy, from the power producers to equipment providers, such as solar panel manufacturers.

Megatrends are long-term trends transforming the way we live and work. COVID-19 has accelerated some of these trends. We discuss how these trends are likely to play out in 2022.

Tune in to the podcast to learn more.

Make sure to be on the lookout for the next edition of the ETF Spotlight! If you have any comments or questions, please email podcast@zacks.com

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