Recent #Global Infrastructure news in the semiconductor industry

4 days ago
1. NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) is recommended as a Strong Buy, offering over 10% yield and trading at a 7% NAV discount; 2. The fund benefits from global infrastructure trends, AI-driven data center growth, and anticipated interest rate cuts, supporting both income and capital appreciation; 3. It features well-covered monthly distributions, no return of capital, strong total returns, and ongoing insider/activist buying, though risks include leverage and foreign exposure.
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