Featured Insights


Chart of the Week

INFLATION: STILL TOO LOW?

Source: Bloomberg, June 22, 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.

Inflation: Still Too Low?

CHART OF THE WEEK

Market Snapshot

OPEC: Crude Agreement

OPEC made a deal to hike production by 1 million barrels – and included Russia; Emerging Market election season begins with Turkey; European service growth beat expectations for June; U.S. tax revenue from its metals tariffs netted nearly $800 million so far; the costs have yet to be tallied.


Featured Insights

Market Outlook
Mar 29
Market Outlook

Trump's Tariffs: A Net Plus for Infrastructure

March 29, 2018

Because they impact trade flows, tariffs have implications for port, road and rail systems. This could end up stimulating investment in new infrastructure capabilities.

Investment Insights
Mar 18
Investment Insights

Infrastructure: Growth Instigator

March 18, 2018

In this Q&A, Richard Elmslie, Co-Chief Investment Officer and Co-Chief Executive of RARE Infrastructure, explains the growth potential for infrastructure assets over the next decade and their resilience in the face of future downturns.

Investment Insights
Feb 20
Investment Insights

Global Listed Infrastructure

The Widest Possible Search

February 20, 2018

Select emerging market (EM) companies are an increasingly attractive part of the global listed infrastructure universe. When added to a portfolio of developed market stocks, EM securities offer a greater source of income and differentiation in returns.

Investment Insights
Jan 08
Investment Insights

Listed Infrastructure

Key Themes for Listed Infrastructure in 2018

January 08, 2018

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.

Investment Insights
Nov 09
Investment Insights

Listed Infrastructure

How The RARE 200 Is Constructed

November 09, 2017

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.

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