Battleground: Infrastructure in post pandemic world
In this article we compare infrastructure heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their strategies. While Magellan...
Will 2021 be the year for infrastructure?
Let’s get real The financial chatter box is overflowing on bond movements and the potential impact on valuation of risk assets. Inevitably the...
2021 looks bright for global infrastructure
Founder and Senior Portfolio Manager Nick Langley at RARE Infrastructure, now named Clearbridge Investments, has put out a short note outlining the...
Beyond the horizon - listed infrastructure in a mid-pandemic economy
2020 will go down as a wild ride in the markets for a multitude of reasons. Heightened volatility and drawdown events have put capital preservation, absolute...
Water utilities - dull but dependable?
I want to discuss a water utility, which may sound as dull as dishwater – but we global real assets investors have never been averse to safe,...
AMP on Listed Infrastructure
Notwithstanding the political and superannuation industry talk of an infrastructure-led economic recovery in Australia, and elsewhere, the listed...
Get your income fix
Listed infrastructure represents what is both great and frustrating in investment funds. The domain is largely captured by private investors and their...
The Battleground: AMP Capital Vs Magellan on Infrastructure
In this piece we compare two funds in the wholesale infrastructure space: AMP Capital Core Infrastructure Fund and Magellan's Infrastructure Fund, both...
A Q&A with RARE Infrastructure - Following a volatile year
Traditional infrastructure has been impacted heavily during the pandemic as human movement is restricted to all but its basic levels. The RARE Income Fund has...
Late cycle strategy: income from infrastructure
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,...