Featured Insights

Chart of the Week


Chart courtesy of Clarion Partners. * Source: CBRE-EA, Clarion Partners Investment Research, Q3 2018, latest available figures. Past performance is no guarantee of future results. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.


Market Snapshot

U.S. Consumer: No Sale

U.S. consumers had a downbeat December; China-U.S. trade talks were set to reconvene in Washington; Mexico's Pemex got yet more help; U.K. clothiers discounted deeply, pre-Brexit

Featured Insights

Investment Insights
Dec 12
Investment Insights

Infrastructure: Playing Defense in 2019

December 12, 2018

Timing a rotation into defensive sectors in 2019 will be critical as the longest-ever bull market draws to a close. Listed infrastructure is one such haven for investors.

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.

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.


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