UTF: 6.9% Infrastructure Yield? You Can Do Better

Group 1 - The U.S. infrastructure sector is poised for significant growth due to the energy transition driven by Trump 2.0, increased power demand from AI advancements, and the unspent funds from the Bipartisan Infrastructure Law [1] Group 2 - Building a high-income portfolio requires more than just acquiring high-yielding assets; it involves strategies for wealth preservation and growth over time [2] - The focus is on identifying income and growth opportunities that align with the market's risk-return tradeoff while also cautioning against misleading investments [2] - The analysis will incorporate market and economic commentary, emphasizing the importance of strong fundamentals for long-term success [2]