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’.
The RARE 200 is a proprietary investment universe used to select securities for the RARE Infrastructure Value Strategy. The companies chosen for the universe must have high levels of liquidity, quality, and what RARE believes constitutes core infrastructure.
In this Q&A, Richard Elmslie, Co-Chief Investment Officer and Co-Chief Executive of RARE Infrastructure explains the exciting growth potential for infrastructure assets over the next decade and their resilience in the face of future downturns.
Investing in infrastructure can be one of the most direct ways of capturing emerging markets (EM) growth. With improved regulation and a growing amount of assets, EM companies are an increasingly attractive part of the global listed infrastructure universe. Charles Hamieh, Senior Investment Analyst and Portfolio Manager at RARE Infrastructure explains the scope of the sector.
Infrastructure stocks got off to a solid start in 2017 after outperforming global equities in general during a volatile 2016.
Chart of the Week
Source: Bloomberg and Legg Mason, Jan 18, 2018. 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
For unemployment claims, the devil was in the details; Global oil looked to offer its own cure for high crude prices; China growth beat expectations
The fortunes of individual global infrastructure companies will be driven by three key themes in the year ahead. Nick Langley and Richard Elmslie, Co-CEOs and Co-CIOs of RARE Infrastructure, explain the risk and opportunities to companies for each of these themes and give their general outlook for 2018.
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.
With interest in infrastructure investing exploding, RARE co-founder Nick Langley makes the case for investors to favor listed securities.
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