Featured Insights


Chart of the Week

CRUDE OIL SAVED THE S&P

Source: Bloomberg, April 19, 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.

 

Crude Oil Saved the S&P

Chart of the Week

Market Snapshot

Faceoff over crude

OPEC’s meeting had some unexpected commentary; the Fed heard tales of good times; Bank of England surprised its markets.


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
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 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
Jun 05
Investment Insights

RARE Insights:

Understanding Infrastructure

June 05, 2017

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’.

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