Brookfield Infrastructure: Riding The HALO Trade With A 5% Dividend Yield

Brookfield Infrastructure remains a top pick for the HALO trade, offering heavy assets with low obsolescence and robust, inflation-indexed cash flows. BIP's portfolio stability is underpinned by 85% contracted or regulated FFO, with long-term durations and minimal market sensitivity, supporting predictable growth. Organic FFO growth targets of 6–9% plus a 5% dividend yield suggest potential total returns above 10%, with recent FFO CAGR near 14%.