ETFs seeking to replicate the performance of US Infrastructure stocks indices experienced a slight recovery from the bear run started mid-September. Indeed, during yesterday’s market session, ETFs included in the segment progressed on average by +2,65% intra day with $+6,66M of inflows via the primary market. Infrastructure stocks are worth a look for investors with their defensive characteristics and strong predictable cash flows. Over the last 30 days, $+361,9M of new shares have been created via the primary market. With the current global growth slowdown and with central banks around the world running out of solutions to handle the economic outlook, governments are expected to play a major role. Fiscal stimulus could be used and this would be a real driver for infrastructure stocks. In Europe, ECB president Christine Lagarde already showed signs of lobbying with governments to deliver tax cuts and infrastructure spending. US infrastructure stocks segment would desperately need some stimulus. Indeed, year to date, ETFs included in the segment only progressed by +0.94%. Over the same period, investors are slowly increasing their exposure to the sector with $+197,5M of cumulated flows. 7 funds tracking 7 indices are included in the segment for a total of $8.9Bn of assets under management.