Investment Insights

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Investment 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
Oct 30
Investment Insights

Around the Curve

Accounting Fraud: The Signs

October 30, 2018

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.

Investment Insights
Oct 29
Investment Insights

Contagion Contained

October 29, 2018

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.

Investment Insights
Sep 27
Investment Insights

Chart of the Moment

Tightening: Changing the Path

September 27, 2018

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

Investment Insights
Sep 27
Investment Insights

Beware Consensus View

September 27, 2018

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.

Investment Insights
Sep 26
Investment Insights

The September Hike

The Fed Sticks to the Plan

September 26, 2018

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

Investment Insights
Sep 21
Investment Insights

Above the Noise

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

September 21, 2018

The days of treating ESG as a choice are numbered

Investment Insights
Sep 19
Investment Insights

Why Listed Infrastructure?

September 19, 2018

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.

Investment Insights
Sep 17
Investment Insights

Around the Curve

The Deal on the Dollar: Divergence

September 17, 2018

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

Investment Insights
Sep 07
Investment Insights

Navigating Emerging Markets

Mexico's New Deal

September 07, 2018

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.

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