Podcasts

17 September 2020: Investment Magazine's Alex Proimos speaks with RARE's Co-Founder and Senior Portfolio Manager Nick Langley, on the evolution and breadth of the global infrastructure universe. This episode also discusses the various valuation issues facing investors as they factor in the sensitivity of interest rates, cash flow assumptions, regulatory and public policy changes, portfolio construction in line with the macroeconomic cycle and the ESG data issues prevalent to infrastructure investing.

17 September 2020: Investment Magazine's Alex Proimos speaks with RARE's Co-Founder and Senior Portfolio Manager Nick Langley, on the evolution and breadth of the global infrastructure universe. This episode also discusses the various valuation issues facing investors as they factor in the sensitivity of interest rates, cash flow assumptions, regulatory and public policy changes, portfolio construction in line with the macroeconomic cycle and the ESG data issues prevalent to infrastructure investing.

 

1 June 2020: In RARE’s most recent Podcast, listen to Senior Portfolio Manager, Charles Hamieh and Head of Infrastructure Business Development, Matt Bushby, discuss the recent market rally, RARE’s current market outlook and the long-term sustainability of infrastructure assets.

 

4 May 2020: Listen to RARE’s Senior Portfolio Manager, Shane Hurst and Head of Global Distribution, Matt Bushby, discuss what's driving markets higher, the infrastructure sectors that have performed and those that lagged, and the positioning changes made to our portfolios. This podcast also covers our current market outlook and the long-term sustainability of infrastructure assets.

 

20 April 2020: Listen to RARE’s Co-Founder and Senior Portfolio Manager, Nick Langley and Head of Global Distribution, Matt Bushby, discuss RARE's view on what has driven markets higher and the ongoing economic impacts of global shutdowns.

6 April 2020: Enduring the COVID-19 impact with RARE’s Senior Portfolio Manager, Charles Hamieh and Head of Global Distribution, Matt Bushby.

30 March 2020: Listen to RARE’s Senior Portfolio Manager, Shane Hurst and Head of Global Distribution, Matt Bushby, discuss the evolving market conditions and what they mean for investing in infrastructure and valuations.

23 March 2020: The week ending 22 March 2020 saw shutdowns intensify in an attempt to slow the spread of COVID-19. Extraordinary monetary and fiscal stimulus plans were announced by governments and central banks across the world to offset economic disruptions. Today, Co-Founder and Senior Portfolio Manager at RARE Infrastructure, Nick Langley and Head of Global Distribution, Matt Bushby recorded a podcast to discuss the impacts of these announcements for investors.

16 March 2020: Since last week's update, there has been a rapid escalation of measures to combat COVID-19. Today, Senior Portfolio Manager at RARE Infrastructure, Charles Hamieh and Head of Global Distribution, Matt Bushby recorded a podcast to provide an update on market uncertainty and the economic effects of COVID-19, specifically as it relates to investing in global listed infrastructure. 

10 March 2020: In response to the market uncertainty, Co-Founder and Senior Portfolio Manager at RARE Infrastructure, Nick Langley and Head of Global Distribution, Matt Bushby discuss the current volatile market conditions and what it means for investors in the following podcast.

10 March 2020: Listen to Co-Founder and Senior Portfolio Manager, Nick Langley and Head of Global Distribution, Matt Bushby, discuss the drop in oil prices and the impact on pipelines.

9 January 2020: Listen to RARE's Charles Hamieh and interviewer Peter White examine the similarities and differences between Listed and Unlisted Infrastructure. 

22 February 2019: Hear RARE's Shane Hurst explain how RARE invests for income through the Income Strategy. 

12 November 2018: Listen to RARE's Co-Founder and Senior Portfolio Manager Nick Langley, explain the concept of late cycle and why infrastructure is a good defensive strategy.

12 November 2018: RARE's Co-Founder and Senior Portfolio Nick Langley discusses the attractions of Global Listed infrastructure for long-term investors and why US utilities could be good for your portfolio.

 

Share: