iShares ETFs cover a broad range of asset classes, risk profiles and investment outcomes. To understand the appropriateness of this fund for your investment objective, please visit our product webpage.
Find out more about iShares Core FTSE Global Infrastructure (AUD Hedged) ETF:
https://www.blackrock.com/au/products/331650/
This product is likely to be appropriate for a consumer:
- - who is seeking capital growth and/or income distribution
- - using the product for a core component of their portfolio or less
- - with a minimum investment timeframe of 5 years, and
- - with a medium to high risk/return profile
Find out more about iShares Core FTSE Global Property Ex Australia (AUD Hedged) ETF:
https://www.blackrock.com/au/products/331647/
This product is likely to be appropriate for a consumer:
- - who is seeking capital growth and/or income distribution
- - using the product for a core component of their portfolio or less
- - with a minimum investment timeframe of 5 years, and
- - with a medium to high risk/return profile
The world is undergoing a remarkable transformation, greatly accelerated by the energy transition, coupled with an urgent need for energy security. This shift is being driven by the “3Ds” of infrastructure and property – fundamental themes related to decarbonisation, digitalisation and decentralisation and demographics.
Decarbonisation
Infrastructure sits at the heart of the global energy transition towards net zero, and government policy shifts, such as the Inflation Reduction Act and the REPowerEU, are also expected to boost infrastructure investment in coming years. As a result of the transition to a low carbon economy, global energy investment is expected to increase from US$2.2 trillion to US$3.5 trillion per year by 2030, according to BlackRock projections.1
Digitalisation
Transitioning to a digital world requires physical infrastructure to transmit, store and utilise data. By 2030, it’s estimated that construction of data centres will require almost US$50 billion of investment globally.2 The growth of e-commerce will also continue to benefit logistics and digital infrastructure providers in the datacentre and cell towers sectors, as well as the warehouse sector which facilitates e-commerce.
Decentralisation and Demographics
The pandemic magnified demographic and structural changes to the way we live and work. Strong demographic tailwinds such as urbanisation and the aging population will continue to bolster overall demand in real estate subtypes, such as student housing, childcare, senior accommodation and medical offices. According to the Australian Bureau of Statistics (ABS), the number of Australians aged 85 years and over is projected to double by 2042, increasing to over 1 million people.3
Against the current market backdrop now is the time for investors to reposition and build greater resilience in their core portfolios. With inflation and supply chain disruption top-of-mind for investors, global infrastructure and property can help investors navigate today’s turbulence, whilst capturing structural growth opportunities. ETFs can give investors access to these assets that have normally have high barriers to entry with the added liquidity and transparency associated with publicly traded stocks.
