Earnings expectations are falling fast, and Apollo's macro outlook strongly supports my "higher for longer" thesis on rates and inflation risks. Deglobalization and tariffs are reshaping trade flows, pushing inflation expectations up in the U.S. while putting deflationary pressure on other regions. In this climate, I highlight two high-yield stocks with pricing power, safe business models, and strong income, a great defense against sticky inflation.
The stock market has taken a big hit this year due to concerns about how much tariffs will impact the economy. There's growing worry that they could spark a global trade war that could ignite a major economic downturn.
Some companies are just better than others at paying dividends. They offer higher-yielding payouts that they steadily increase in good times and bad.
| - Industry | - Sector | Samuel J. B. Pollock CPA CEO | NYSE Exchange | 11276H106 CUSIP |
| US Country | 1,300 Employees | 28 Nov 2025 Last Dividend | 13 Jun 2022 Last Split | 31 Mar 2020 IPO Date |
Brookfield Infrastructure Corporation, established in 2019 and based in New York, New York, represents a significant presence in the infrastructure sector with operations spanning several key global markets. As a subsidiary of Brookfield Infrastructure Partners L.P., the company brings to the fore a diversified portfolio of assets and operations. Its primary focus lies in the ownership and management of regulated natural gas transmission systems in Brazil, which is complemented by its engagement in both gas and electricity distribution operations in the United Kingdom, as well as power transmission and distribution and gas distribution activities in Australia. Through its extensive infrastructure and strategic operations, Brookfield Infrastructure Corporation plays a pivotal role in meeting the energy and utility needs across these regions, showcasing a commitment to efficiency, reliability, and sustainability in its service delivery.
In Brazil, the company operates approximately 2,000 kilometers of natural gas transportation pipelines covering the states of Rio de Janeiro, Sao Paulo, and Minas Gerais. These assets are critical for the distribution of natural gas across significant industrial and residential areas, ensuring a steady and reliable energy supply to a vast range of consumers.
In the United Kingdom, Brookfield Infrastructure Corporation engages in the regulated distribution of gas and electricity. Its operations account for around 4.3 million connections, providing essential utilities to households, businesses, and communities. This vast network underscores the company’s role in the daily lives of millions, standing as a backbone for energy reliance in the region.
The Australian segment of the company involves the transmission and distribution of electricity, alongside gas distribution. These operations ensure the provisioning of critical utility services to a wide user base, highlighting Brookfield Infrastructure's capability to manage complex utility networks in diverse markets.
Globally, Brookfield Infrastructure Corporation manages a fleet of approximately 7 million twenty-foot equivalent units (TEUs) of intermodal containers under long-term contracts. This service plays a crucial role in the logistics and transportation sector, facilitating the global movement of goods with efficiency and reliability. The vast scale of this operation demonstrates the company’s significant footprint in the global supply chain.