Rebuilding American infrastructure: opportunities for growth

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Notes from RARE Infrastructure More spend on airports, roads, rail and water is likely to flow from the Trump Administration’s infrastructure reform. The acquisition of publicly owned assets by listed infrastructure companies is another potential outcome. The White House’s ‘Legislated Outline for Rebuilding Infrastructure in America’ is part of the Budget proposal for the fiscal […]

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Macroeconomic outlook benign for Infrastructure… but beware technological disruption

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RARE Infrastructure, the Sydney based investment manager specialising in global listed infrastructure believes 2018 should be a relatively benign year for the sector. “We are expecting a stable operating environment but recognise that any deviation from expectations could cause an outsized movement in asset prices, said Nick Langley, Co- CEO, Co-CIO Rare Infrastructure. “While there may […]

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RARE expands global reach with appointment by Taiwanese fund manager

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RARE Infrastructure, a global listed infrastructure specialist investment manager, has expanded into Taiwan with the appointment by a leading Taiwanese investment trust company, First Securities Investment Trust Co Ltd (First SITE), showcasing RARE’s global reach in partnership with Legg Mason. RARE Infrastructure will provide portfolio advisory services by employing the RARE Infrastructure Income Strategy for […]

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Infrastructure assets produce good returns as interest rates rise, says RARE

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A standard piece of investment commentary – that ‘infrastructure assets are ‘bond proxies’ and will perform poorly when interest rates rise’ – is an overly simplistic view of the asset class and its dynamics says RARE, a leading global listed infrastructure fund manager. This issue has had plenty of airplay since December last year, when […]

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Lonsec awards the RARE Infrastructure Income Fund a ‘Recommended’ rating

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Focused solely on global listed infrastructure, and designed to help meet the income needs of an ageing population, the RARE Infrastructure Income Fund leverages RARE’s proven infrastructure expertise and long-term cash flow valuation approach to constructing a portfolio targeting a high dividend yield and low volatility characteristics. The RARE Infrastructure Income Fund targets a portfolio […]

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