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 | 160 | Subscribers | Read | infrastructurecapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
AI Hyperscalers Are Fueling a Corporate Bond Boom: The Impact of Big Tech CapEx on the Credit Markets
Artificial intelligence has already reshaped equity markets, but its influence is now spreading forcefully into corporate credit. As technology giants accelerate spending on data centers, advanced chips, and AI infrastructure, they are turn...
MLP Valuations: Where Are Midstream Pipelines Trading and Why Investors Are Paying Attention
At first glance, the pipeline networks spanning North America rarely command the same attention as high-growth technology stocks. Yet beneath the surface, master limited partnerships (MLPs) and other midstream energy companies are quietly d...
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...
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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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