Featured Insights


Chart of the Week

U.S. STOCKS: STRONG EARNINGS SEASON

Source: Bloomberg, S&P Dow Jones Indices, August 2, 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.

 

Market Snapshot

U.S. Jobs: Still Hiring

July's employment report showed growth continuing; the Fed sounded optimistic about growth in its latest statement; the UK's rate rise was about normalization, not Brexit; China took some market-based steps in the currency market.


Featured Insights

Investment Insights
Jun 14
Investment Insights

Listed infrastructure opportunities

One Belt, One Road

June 14, 2018

The Chinese Government’s ‘One Belt, One Road’ initiative is a foreign trade policy and economic strategy to develop the historic Silk Road trade route from China to Europe. RARE assesses the opportunities for investors in global listed infrastructure.

Investment Insights
Apr 11
Investment Insights

The Infrastructure Bump

April 11, 2018

Infrastructure stocks have been the one of the hardest hit sectors of the equity market over the past five months. It is our view that sentiment and not true fundamentals have caused much of this impact. But such sentiment is reversible given long-term fundamentals for infrastructure, with large investors now seeing multiples here at attractive valuations.

Investment Insights
Jan 17
Investment Insights

How To Harness Emerging Markets And Sleep At Night

January 17, 2018

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.

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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