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RARE continues to grow its business and client base
RARE Infrastructure (RARE) today announced that it has funds under management in excess of AUD2.5 billion1 of institutional and retail funds in its global listed infrastructure strategies. Since its founding in 2006, RARE has gained institutional clients in Australia, Hong Kong, Canada, United States and the United Kingdom. In addition, RARE has retail and multi-manager [...]
posted June 9, 2010
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RARE Infrastructure Emerging Market Fund Market Commentary – April 2010
Despite ending April slightly up the global markets fell strongly towards the back end of the month as a wave of negative newsflow saw investors assess their risk profiles further (bonds v equity v cash in the cookie jar). And as de-risking gains greater favour the 2010 trend continued with the EMs again under performing [...]
posted May 21, 2010
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RARE Infrastructure Value Fund Market Commentary – April 2010
April started strongly with global markets up +3% by 14 April. However adverse news on Goldman Sachs and Europe meant markets finished flat (developed markets (MSCI World up +0.3%) and Emerging Markets (MSCI EM Local) down 0.2%
Despite what appears to be strong US economic recovery markets are very focused on Greece and peripheries, possible indictment [...]
posted May 21, 2010
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Investing in a solid foundation: infrastructure
James Dunn | From: The Australian | April 28, 2010 12:00AM
INVESTORS should be looking at infrastructure for one very good reason: it is where the growth is.
Globally, according to Canadian Imperial Bank of Commerce World Markets, $US35 trillion will be spent on infrastructure over the next 20 years.
The Organisation for Economic Co-operation and Development puts the [...]
posted April 28, 2010
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RARE Infrastructure Emerging Market Fund Market Commentary – March 2010
The global markets ended the month on a positive note for the first time this year. However, the EMs again under performed their developed peers albeit at a more muted pace (MSCI EM +6.2% vs MSCI World +6.5% in local terms). Within the EMs all markets RARE are exposed to were up, some very strongly [...]
posted April 25, 2010
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RARE Infrastructure Value Fund Market Commentary – March 2010
March was a very strong month for virtually all equity markets as economic data continued to surprise many economists and market participants. Developed markets (MSCI World, local) finished up 6.3% and emerging markets (MSCI EM, local) up 6.1%.
Over the last 9 months RARE has consistently commented that investors will observe rising Treasury yields and increased [...]
posted April 21, 2010
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RARE Infrastructure Emerging Market Fund Market Commentary – February 2010
Markets remained volatile in February with the EMs under performing their developed peers further as investors again reject perceived risk (MSCI EM -0.1% vs MSCI World +1.7% in local terms). However, the majority of the EMs we are exposed to recovered some of their January losses by the month end (Shanghai +2.1% & Shenzhen +4.6%, [...]
posted March 17, 2010
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RARE Infrastructure Value Fund Market Commentary – February 2010
Divergence in the global markets this month as the spotlight focused on sovereign debt issues and the markets suffered a bout of risk aversion. Developed markets (MSCI World, local) finished up 1.7% and emerging markets (MSCI EM, local) down 0.3%.
Top news stories for the month continued the focus on Greece’s finances, including swap contracts with [...]
posted March 17, 2010
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RARE Infrastructure Emerging Market Fund Market Commentary – January 2010
Markets started the year strong but collapsed towards the end of January to end the month down. And contrary to 2009, the EMs under-performed their developed peers (MSCI EM -4.4% versus MSCI World -3.7% in local terms). Within the EMs some of the big winners of 2009 were the largest under performers of January suggesting [...]
posted February 17, 2010
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RARE Infrastructure Value Fund Market Commentary – January 2010
After a very strong 2009, January was the month investors intuitively knew would come at some stage, but hoped would not occur. Furthermore January’s poor performance and volatility has continued into February.
Despite the month starting strongly, developed markets (MSCI World, local) finished down 3.8% and emerging markets (MSCI EM, local) down 4.5%.
Markets were volatile and [...]
posted February 17, 2010
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