Renter Nation: The Rise of Multifamily Housing

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.

Diversification: Beyond "Pain" Vanilla

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

Around the Curve

Trading Places: What Could Change Soon

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

Infrastructure and the Market Cycle End

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.

Emerging Market Equities

The World's Largest Shopping Event

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.

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.