Investment Insights

Featured Investment Insights


Investment Insights

Investment Insights
Nov 29
Investment Insights

Renter Nation: The Rise of Multifamily Housing

November 29, 2018

By choice and by necessity, Americans will continue to escalate the demand for rental housing in the years ahead --creating opportunities in professionally-managed properties across formats, generations, and geographies.

Investment Insights
Nov 20
Investment Insights

Diversification: Beyond "Pain" Vanilla

November 20, 2018

Recent volatility is forcing investors to question whether the diversification measures they now have in place will truly hold up going forward.

Investment Insights
Nov 13
Investment Insights

Around the Curve

Trading Places: What Could Change Soon

November 13, 2018

Could rapid reversals be afoot in Congress, the Federal Reserve, and in the United States' leadership in global growth?

Investment Insights
Nov 13
Investment Insights

Infrastructure and the Market Cycle End

November 13, 2018

Is listed infrastructure insulated from the end of a market cycle, and if so, to what degree? RARE’s co-chief investment officer, Nick Langley, explains the market drivers for these stocks.

Investment Insights
Nov 11
Investment Insights

Emerging Market Equities

The World's Largest Shopping Event

November 11, 2018

Since its launch in 2009, Alibaba’s Singles Day has become the world’s largest shopping event. This year it expanded to six South East Asian countries and set new sales records.

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.

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