Listed Infrastructure

Connecting The World: Airport Infrastructure

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.

Around the Curve

Accounting Fraud: The Signs

The difference between “aggressive accounting” and “fraud” can be unclear; most cases of “aggressive accounting” are simply that. Here are some signs that can help tell the difference.

Contagion Contained

It’s been a challenging few months for emerging markets (EM). Unsurprisingly though, as active fundamental managers we see the dislocation between negative market reactions and the actual long-term drivers of growth in the asset class as a compelling opportunity.

Chart of the Moment

Tightening: Changing the Path

A small but potentially key part of the Fed's balance sheet strategy

Beware Consensus View

Earnings growth has been a driver for emerging markets in recent years. Now, amid a backdrop of trade conflicts and political & economic uncertainty in some quarters, earnings downgrades appear to give investors pause for thought.

The September Hike

The Fed Sticks to the Plan

What the Fed did on Wednesday, how markets reacted, and a guide to additional insight.

Above the Noise

Is ESG really necessary? US$80 trillion says it is

The days of treating ESG as a choice are numbered

Why Listed Infrastructure?

Airports, electrical plants, gas pipelines, rail and roads provide essential services. The relatively predictable nature of the demand for such assets means the market price of the companies that manage them can act differently to other equities.

Around the Curve

The Deal on the Dollar: Divergence

The story behind the forces driving the dollar to its current levels -- and what could happen next.

Navigating Emerging Markets

Mexico's New Deal

Only a few months ago, NAFTA (the North American Free Trade Agreement) looked dead in the water. The US seemed hell-bent on walking away from the 24-year-old deal, while Canada and Mexico were unwilling to concede any ground.