Featured Insights


Chart of the Week

U.S. JOBS: SLOWER ISN'T SLOW

Chart Courtesy of Western Asset Management.  Source: U.S. Bureau of Labor Statistics, as of Nov 30, 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.

U.S. Jobs: Slower isn't slow

Chart of the Week

Market Snapshot

China's growth: Behind the numbers

China’s growth figures were unexciting, but the trade picture may be improving; U.S. consumers spent well in November; Mario Draghi stuck to the ECB’s plan, but didn’t sound cheerful about it.


Featured Insights

Investment Insights
Nov 07
Investment Insights

Listed Infrastructure

Connecting The World: Airport Infrastructure

November 07, 2018

With the rise of air travel, airports have become essential to the functioning of societies. RARE Infrastructure makes the case for investing in listed companies that own airports.

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 27
Investment Insights

Infrastructure: Price Vs. Valuation

April 27, 2018

Rising bond yields can have a different impact on the fundamental valuation and market price of regulated utilities and user-pay infrastructure. An in-depth understanding of these impacts enables an active, benchmark-unaware manager to better navigate through the economic cycles.

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
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
Feb 15
Investment Insights

Rebuilding American Infrastructure

February 15, 2018

More spend on airports, roads, rail and water is likely to flow from the Trump Administration’s infrastructure reform. The acquisition of publicly owned assets by listed infrastructure companies is another potential outcome.

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