Key Takeaways
- A bipartisan infrastructure bill passed in the U.S. Senate would make historic investments toward revitalizing and rehabilitating U.S. infrastructure.
- Companies tied to infrastructure spending — both owners of assets such as utilities and railroads, and infrastructural enablers such as construction and materials companies — would be potential beneficiaries.
- Urbanization-themed megatrend ETFs can help investors own a long-term stake in the future of U.S. infrastructure.
A bipartisan infrastructure bill passed this month in the U.S. Senate could help modernize U.S. infrastructure by funding work to upgrade roads, clean energy, and even high-speed internet.1 The plan outlines spending at a historic scale, including the largest investment in bridges since the interstate highway system and the largest-ever investment in clean drinking water.2
For long-term investors, the agreement could signal a growth opportunity. Megatrend exchange traded funds (ETFs) that focus on domestic infrastructure can help capture shares of companies that are poised to benefit in a diversified, affordable way.