Infrastructure to play a key role in the move to net-zero emissions

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Infrastructure sector has the opportunity to lead global industry in decarbonisation and the transition to net-zero emissions, an extensive sector review by leading investment manager ClearBridge Investments has found. ClearBridge

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Midyear outlook: guarding for inflation and searching for quality

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In its midyear outlook, Franklin Templeton, a global investment manager,  presents market and investment views for the second half of the year and examine the uneven global recovery from COVID-19.

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2021 outlook bright for investing in infrastructure

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Despite the calamitous global pandemic situation the outlook for investing in one significant sector, namely infrastructure, is bright, according to Nick Langley, Founder and Senior Portfolio Manager at RARE Infrastructure. “There

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The push for sustainable infrastructure grows

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The COVID-19 pandemic has meaningfully hit most countries, bringing with it a toll on human lives and livelihoods. As governments move to mitigate the public health crisis and support economies

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Defensive assets centre stage in times of turmoil

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The current outbreak of a new virus, COVID-19, has understandably spooked markets, investors and governments. According to Nick Langley, Co-Founder and Senior Portfolio Manager at RARE Infrastructure, in any time

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‘Late Cycle’ strategy can provide income from infrastructure: RARE

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The US Federal Reserve’s latest 25 basis points rate reduction in mid-September is seen by many market observers as another signal that world markets are in, or are fast approaching,

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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

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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

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