Q&A with Richard Elmslie
Richard Elmslie, Co-CEO of RARE Infrastructure provides insight on President Trump’s infrastructure plan, including the necessary incentives to attract private capital and the challenges that the Trump administration could face.
Investing in infrastructure
Investors seeking income as well as diversification may want to consider an allocation to infrastructure – accessed via a portfolio of global stocks.
Matt Bushby, RARE's Global Head of Distribution, explains their specialist view on infrastructure and the key infrastructure characteristics RARE looks for. He also examines why it can be limiting to view the infrastructure opportunity as the ‘Trump trade’.
Infrastructure stocks got off to a solid start in 2017 after outperforming global equities in general during a volatile 2016.
Thoughts on the main impacts of a Trump administration on key infrastructure sectors in North America.
Chart of the Week
Source: Bloomberg, 9/30/17. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.
Chart of the Week
The Fed looked toward a December hike as a more varied picture emerged; Catalonia chose to pause; China prepared for its 5-year People's Congress
With interest in infrastructure investing exploding, RARE co-founder Nick Langley makes the case for investors to favor listed securities.
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