ETFdb Logo
ETFdb Logo
  • ETF Database
  • Channels
    • Active ETF
    • Alternatives
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Disruptive Technology
    • Dividend
    • Dual Impact
    • Emerging Markets
    • Energy Infrastructure
    • ESG
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Fixed Income
    • Free Cash Flow
    • Future ETFs
    • Global Diversification
    • Gold & Silver Investing
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Market Insights
    • Megatrends
    • Modern Alpha
    • Multi-Asset
    • Night Effect
    • Portfolio Strategies
    • Retirement Income
    • Richard Bernstein Advisors
    • Tax Efficient Income
    • Thematic Investing
    • Volatility Resource
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
    • ETF Data for Journalists
    • ETF Nerds
  • Research
    • First Bitcoin ETF
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Multimedia
    • ETF 360 Video Series
    • ETF Trends on Videos
    • ETF Trends on Podcasts
    • ETF Prime Podcast
  • Company
    • About Us
    • Swag Store
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. Future ETFs Channel
  2. Thematic Investing With Goldman Sachs: Episode 6 – GREI
Future ETFs Channel
Share

Thematic Investing With Goldman Sachs: Episode 6 – GREI

Karrie GordonMar 30, 2022
2022-03-30

In the Thematic Investing series, Tom Lydon, CEO of ETF Trends and ETF Database, alongside experts and innovators from Goldman Sachs, sheds light on thematics, one of the most popular alternative investments, and how they can benefit advisors and investors. In the sixth and final episode of the series, Lydon is joined by Kristen Kuney, managing director and global head of liquid real assets at Goldman Sachs Asset Management, to discuss the Goldman Sachs Future Real Estate & Infrastructure Equity ETF (GREI B-).

Kuney explains that GREI offers advisors and investors an integrated approach to gaining exposure to infrastructure as well as real estate assets, the underpinnings of society and the economy.

“Think about these assets being relatively stable in demand, predictable cash flows, and which offer also a nice dividend yield for investors over time,” Kuney says.

Real estate investment covers a range of different options, but Goldman Sachs focuses on the categories within real estate that have exposure to secular growth trends; these include data transportation, innovation in the energy transition to net-zero carbon emissions, demographic shifts, and social sustainability. Specific examples are the buildout of 5G by cellphone companies and the real estate it will require, as well as the current short supply of affordable housing and the related investment opportunities.

Speaking to emerging markets, Kuney explains that around 5% of the fund is allocated to emerging market exposure and talks about how Goldman Sachs invests within these markets.

“A lot of our investments are regulated and are driven by certain policies,” Kuney says. “We have to have a good, on-the-ground sense of those regulations, and governments are in a lot of ways controlling a number of these assets, so we have to have that confidence that our interests are also in the best interests of the government,” Kuney says.

Investing in real estate and infrastructure can offer diversification potential for a portfolio against fixed income as well as broad equities, and GREI offers the possibility of a growing yield over time. These particular asset classes are ones that Kuney and Goldman Sachs believe benefit in rising rate environments, such as what the U.S. is experiencing and is expected to continue to experience going forward in 2022.

“This asset class is actually a beneficiary of rising inflation both from a cash flow perspective as well as an incumbent value perspective,” Kuney says. “As we look across the world as inflation has spiked, this has actually helped our companies in terms of cash flow, which will go into dividend growth over time.”

For more news, information, and strategy, visit the Future ETFs Channel.

Loading Articles...
Help & Info
  • Contact Us
Tools
  • ETF Screener
  • ETF Analyzer
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Performance Visualizer
  • ETF Database Model Portfolios
  • ETF Database Realtime Ratings
  • ETF Database Pro
More Tools
  • ETF Launch Center
  • Financial Advisor & RIA Center
  • ETF Database RSS Feed
Explore ETFs
  • ETF News
  • ETF Picks of the Month
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Best ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Legal
  • Terms of Use and Privacy Policy
  • © 2023 VettaFi LLC. All rights reserved.
Follow ETF Database
Follow ETF Database

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X