abrdn Global Infrastructure Income Fund now offers a 12% distribution yield after multiple increases in 2024, reflecting strong income potential.
ASGI's price has risen, narrowing its discount to NAV, leading to a Hold rating as current valuations offer little margin of safety.
The fund benefits from structural tailwinds in global utilities and infrastructure, supported by Fed easing and long-term trends like energy transition and digital acceleration.
While ASGI remains attractive for income, new investors should wait for a better entry point, as short-term risks include market corrections and high return of capital distributions.
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As a now retired income investor, I follow the macro events that dictate what investments may perform better at various times throughout the economic cycle. Tech stocks have been driving the majority of market gains over the
