Infrastructure Capital’s Substack
Infrastructure CapitalWe are a leading provider of investment management solutions specializing in ETFs, managed hedge funds, and providing consulting services for other investment firms.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 158 | Subscribers | Read | infrastructurecapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Record Highs in Small Caps — Durable Rally or Short-Term Bounce?
U.S. small-cap stocks, long overshadowed by mega-cap technology leaders, have surged to record highs and recently outpaced the broader market. The move has surprised many investors who had grown accustomed to narrow leadership and persisten...
Building a Bond Framework for 2026: Duration, Credit, and Yield Opportunities
Equities tied to artificial intelligence and technology continue to dominate market attention, but the bond market may be setting up for a steadier, less visible opportunity in 2026. After the U.S. 10-year Treasury yield surged to multi-dec...
Private Dinner at Future Proof Miami
If you’re attending Future Proof Miami, you’re invited to a private dinner hosted by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report, in partnership with Infrastructure Capital.
Credit Markets Echo Equity Optimism
Few investors would have expected that by late 2025 equities would be rallying while credit markets remained almost completely unruffled. Yet that is exactly the environment today. Stocks have climbed steadily, and the extra yield investors...
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Authors
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We are a leading provider of investment management solutions specializing in ETFs, managed hedge funds, and providing consulting services for other investment firms.
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