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 Senior Portfolio Manager Shane Hurst discuss the valuations from Q2 2020 within the infrastructure asset class and why valuations remain attractive on a medium, to long-term excess return basis.
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.
The COVID-19 "coronavirus" is the latest trigger for equity markets to sell off sharply.
Co-Founder, Senior Portfolio Manager Nick Langley and Senior Portfolio Managers Shane Hurst and Charles Hamieh, present RARE’s view on the key drivers for infrastructure in 2020.
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.
The removal of various indices has prompted discussion on the differing opinions on the definition of infrastructure, particularity regarding utilities. Shane Hurst, Senior Investment Analyst and Portfolio Manager at RARE discusses how utilities fit into an infrastructure portfolio.