The recent surge in US Treasury yields, with the 10 year rate at levels last seen in the early 2000s, is forcing investors to rethink where they want long term exposure. Expensive borrowing can pressure many sectors, yet it also pushes more attention toward businesses building hard infrastructure for the new space age. This article walks through three stocks from our global space infrastructure list that may warrant a closer look. The three examples in this piece are only a starting sample from the global space infrastructure theme, and the full screen surfaced 24 more listed businesses with equally compelling space race narratives that are not covered below.
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