Stay up-to-date with the current investment and macroeconomic issues. Our listed infrastructure experts analyse the themes and trends which lie at the heart of your investment challenges.
Listen to Co-Founder, Senior Portfolio Manager Nick Langley discuss the valuations from Q3 2020 within the infrastructure asset class and why valuations remain attractive on a medium, to long-term excess return basis.
Portfolio Manager Nick Langley discusses how global infrastructure will play a key role in the world meeting ambitious net-zero carbon emissions targets. He highlights how, given the high levels of government spending underway to cope with the pandemic, economies around the world will rely on the private sector to fund many emission-lowering initiatives, both for regulated infrastructure such as utilities and for user-pays assets such as rail and airports.
Will infrastructure be the centrepiece by which governments stimulate their economies?
As the COVID-19 pandemic continues, the extraordinary measures aimed at mitigating its spread are testing business models and strategies. So what can be relied upon?
The premise of listed infrastructure investing is that while regulatory regimes and concession agreements are designed to produce outcomes over long periods of time, the majority of general equity investors have a shorter time horizon. This timing mismatch provides the opportunity for long-term investors to use liquidity to enhance infrastructure returns.
For investors looking to achieve inflation-linked absolute returns, the infrastructure asset class provides a number of attractive characteristics. Over the past 10 years, infrastructure has emerged as a stand-alone asset class, and many large institutions have made sizeable allocations within their portfolios.
Amidst the environment of COVID-19, learn why the Emerging Markets are providing tremendous value for investors.
Listen to Co-Founder, Senior Portfolio Manager, Nick Langley present RARE's view on if all sectors are exposed to the predicted weakness in the economy.
With government bond yields near record lows, and in many cases delivering negative real yields, investors have had to look to additional asset classes to meet their income needs.
The COVID-19 "coronavirus" is the latest trigger for equity markets to sell off sharply.
In this edition of RARE Insights, Matt Bushby, Global Head of Distribution, explains RARE’s specialist view on infrastructure and the key infrastructure characteristics we look for.