Growth Through Evolution

DoubleLine – Tariffs Threat Results in Frontloading of Shipments

DoubleLine Infrastructure Income Fund July 2019 webcast hosted by Andrew Hsu and Damien Contes, titled, Growth through Evolution.

Q2 hedge fund letters, conference, scoops etc

Landscape for Infrastructure Funding

Public Spending on Transportation and Water Infrastructure, by Level of Government 1956 to 2017

Growth Through Evolution

Source: DoubleLine, Congressional Budget Office

Existing Facilities – PPP Concession

Growth Through Evolution

Design-Build-Finance-Operate-Maintain (DBFOM) PPP

Growth Through Evolution

Trade War and Tariff Impact on Infrastructure

As of June 30, 2019

Growth Through Evolution

Source: DoubleLine, Bloomberg

Tariffs Threat Results in Frontloading of Shipments

As of May 31, 2019

Growth Through Evolution

Source: DoubleLine, Bloomberg

FEU: Forty-Foot Equivalent Unit; TEU: Twenty-Foot Equivalent Unit; CTS: Container & Trailer Services Ltd

Infrastructure Debt Issuance

As of June 30, 2019

Growth Through Evolution

Source: DoubleLine, Bloomberg

Market Update

Natural Gas Supply / Demand Imbalance

As of June 30, 2019

Growth Through Evolution

Source: DoubleLine, U.S. Energy Information Administration

Evolution of U.S. Tight Oil and Global Deepwater

Growth Through Evolution

Source: Wood Mackenzie

Price Efficiencies in Global Deepwater Leading to Reduced Payback Periods

Growth Through Evolution

Source: Wood Mackenzie

Long-Term Resiliency in Aviation

Growth Through Evolution

Source: DoubleLine, World Bank

SARS: Severe acute respiratory syndrome; GFC: Global Financial Crisis

Aviation – Fleet Ownership vs. Leasing

Growth Through Evolution

Source: DoubleLine, Boeing

Utilities and 2018 California Wildfires

As of June 28, 2019

Growth Through Evolution

Source: DoubleLine, Bloomberg

The above historical price chart is an illustration of PG&E’s corporate bond with maturity date of 3/1/2034. As of June 30, 2019, the DoubleLine Infrastructure Income Fund held 0.00% of PG&E.

5G Rollout to Necessitate Expansion in U.S Telecom Infrastructure

Growth Through Evolution

Source: Ookla 5G Map

Circles above indicate the total number of 5G nodes of that are present in each respective region. Colors are an indication of limited to broader availability of 5G coverage.

See the full report below.


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