Thematic Investing Trends - The market is closely monitoring tokenization and its potential within the ETF structure [3] - Reshoring is gaining traction as a significant theme, driven by policy and consumer factors, potentially benefiting old-school infrastructure and industrial products [3][4] - Infrastructure is a key area of focus, particularly in relation to reshoring efforts [6] Impact of External Factors - Tariffs, while not currently having a massive impact on consumers, could further drive reshoring efforts through infrastructure plays [6] - Electrification of the US economy is crucial to support the AI boom [7] Company Focus - Global X's largest ETF, PAVE, highlights the importance of infrastructure [6]

Core Insights - The article discusses the importance of understanding long-term purchasing power and its implications for investment strategies [1]. Group 1: Analyst Background - Leo Nelissen is an analyst focused on major economic developments related to supply chains, infrastructure, and commodities [1]. - He is a contributing author for iREIT®+HOYA Capital, aiming to provide insightful analysis and actionable investment ideas, particularly in dividend growth opportunities [1]. Group 2: Investment Opportunities - The article emphasizes the significance of dividend growth opportunities as a key area for potential investment [1].

And that gas has come off quite a volatile couple of years now. There has been an element of market tightness. Uh how do you see things shortterm before we talk about some of the medium-term.I >> I think you nailed it. Short-term natural gas markets are going to be defined by volatility. What's happened in the United States uh over the last 10 years with an infrastructure cancellation movement.We've seen demand grow 50% but the infrastructure to support that demand, the pipelines have only grown 25%. And mo ...

@xFactorPOLxFactor (@xFactorPOL):Polygon infrastructure is beautiful because it’s as simple to use that a complete noob can be onboarded and not even realize they are using Polygon. Seamless, fast, efficient.It’s also enterprise grade and ready to deploy globally. You love to see it.Currently trading at a ...

💰 From instant swaps to powering 350+ wallets, @ChangeNOW_i has quietly become the backbone of Web3 infrastructure — serving names like Kraken, Trust Wallet, and more.We sat down with Pauline Shangett, CSO of ChangeNow to talk scaling, payments, and building beyond the hype.📺 https://t.co/h3h2RLeM5N [Partner Content] ...

Central Bank of Ireland Governor Gabriel Makhlouf welcomes the Irish government’s pivot to infrastructure in the budget https://t.co/kT3RyEEju3 ...

WORLDCOIN 🤝 CHAINLINK - @worldcoin has boosted its $WLD token capabilities with the help of @chainlink's cutting-edge infrastructure... Here's what it means ⬇️ https://t.co/NYYCNmH3CC ...

Watch as Equity hosts Anthony Ha and Max Zeff break down the money behind AI’s infrastructure boom and what rising visa fees mean for tech’s talent shuffle. https://t.co/mDuCX8tQHb ...

Hedge fund legend David Einhorn cautioned that the unprecedented amount of spending on artificial intelligence infrastructure may destroy vast amounts of capital, even if the technology itself proves transformative https://t.co/pd34aVb70F ...

Let's bring in Plexo Capital founding managing partner and CNBC contributor Low Tony. Low, thanks for having me. Great to have you here.Which is it. I love the old school references cuz I've got enough gray hair like we talked about to actually have been there. I had hair before the black canvas.It's a little known fact. I cut all mine off in anticipation. I think what we're going to see is a little bit of both because there's elements of both, right.So we had the vendor finance uh equipment purchasing that ...