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.
October was characterised by increasing uncertainty versus recent months, albeit global economic activity was significantly more robust than in the initial COVID-19 period.
Governments remain committed to supporting COVID-19-ravaged economies, supporting an outlook of easy monetary policy and low bond rates.
The RARE Global Infrastructure Index seeks to provide focused exposure to infrastructure companies by analysing the actual sources of corporate cash flows rather than high-level industry classifications.
Political uncertainty remained elevated ahead of the U.S. election and amidst ongoing global political tensions with China.
Top performing stocks for the quarter included American midstream company Cheniere, American rail company Union Pacific, Australian toll road company Transurban and American comms companies Crown Castle and American Tower.
Top performing stocks for the quarter included American renewables companies Nextera Energy Partners, Clearway Energy and TerraForm Power, Australian toll road company Transurban and American electric company Dominion Energy.
Amidst the environment of COVID-19, learn why the Emerging Markets are providing tremendous value for investors.
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.
Australian investors, like many around the world, have a pronounced home bias when investing - this is particularly true when building retirement or income orientated portfolios.
Listed infrastructure is a popular income solution for many. This is due to its track record of consistently delivering a higher yield compared to global equities and 10-year bonds. In creating listed infrastructure income portfolios, Portfolio Managers need to consider the following fundamentals...
Listen to Co-Founder, Senior Portfolio Manager Nick Langley discuss how assessing ESG can lead to a greater understanding of a range of material issues which in turn can lead to lower risk and stronger long-term performance of our investment portfolios.