ClearBridge Investments

Investment Magazine: Redefining the infrastructure universe, valuation risks and the impact of the macroeconomic cycle

Investment Magazine's Alex Proimos speaks with RARE's Co-Founder and Senior Portfolio Manager Nick Langley, on the evolution and breadth of the global infrastructure universe. This episode also discusses the various valuation issues facing investors as they factor in the sensitivity of interest rates, cash flow assumptions, regulatory and public policy changes, portfolio construction in line with the macroeconomic cycle and the ESG data issues prevalent to infrastructure investing.

RARE Market Update 1 June 2020

In RARE’s most recent Podcast, listen to Senior Portfolio Manager, Charles Hamieh and Head of Infrastructure Business Development, Matt Bushby, discuss the recent market rally, RARE’s current market outlook and the long-term sustainability of infrastructure assets.

RARE's Market Updated 4 May 2020

4 May 2020: Listen to RARE’s Senior Portfolio Manager, Shane Hurst and Head of Global Distribution, Matt Bushby, discuss what's driving markets higher, the infrastructure sectors that have performed and those that lagged, and the positioning changes made to our portfolios. This podcast also covers our current market outlook and the long-term sustainability of infrastructure assets.

RARE Market Update 20 April 2020

Listen to RARE’s Co-Founder and Senior Portfolio Manager, Nick Langley and Head of Global Distribution, Matt Bushby, discuss RARE's view on what has driven markets higher and the ongoing economic impacts of global shutdowns.

RARE Market Update 6 April 2020

In RARE’s most recent Market Update Podcast as at the 6^th of April 2020, RARE’s Senior Portfolio Manager, Charles Hamieh and Head of Global Distribution, Matt Bushby, discuss the evolving market conditions and what they mean for investing in global listed infrastructure.

RARE Market Update 30 March 2020

The week ending 27 March saw equity markets rally, with listed infrastructure indices returning 7-9% across sectors. Utility stocks, in particular, were best positioned amongst the volatility, with revenue linked to regulation rather than economic activity. Consequently, RARE believes it is too early to make rotations back to cyclical infrastructure companies and will continue to maintain bias to defensive utility sectors. 

RARE Market Update 23 March 2020

The week ending 22 March 2020 saw shutdowns intensify in an attempt to slow the spread of COVID-19. Extraordinary monetary and fiscal stimulus plans were announced by governments and central banks across the world to offset economic disruptions. Today, Co-Founder and Senior Portfolio Manager at RARE Infrastructure, Nick Langley and Head of Global Distribution, Matt Bushby recorded a podcast to discuss the impacts of these announcements for investors.

RARE Market Update 16 March 2020

Since last week's update, there has been a rapid escalation of measures to combat COVID-19. Today, Senior Portfolio Manager at RARE Infrastructure, Charles Hamieh and Head of Global Distribution, Matt Bushby recorded a podcast to provide an update on market uncertainty and the economic effects of COVID-19, specifically as it relates to investing in global listed infrastructure. 

Pipelines Case Study March 2020

Listen to Co-Founder and Senior Portfolio Manager, Nick Langley and Head of Global Distribution, Matt Bushby, discuss the drop in oil prices and the impact on pipelines.

RARE Market Update 10 March 2020

Markets continue to be volatile, driven by concerns of the impact of COVID-19 and declines in the oil price. In response to the market uncertainty, Co-Founder and Senior Portfolio Manager at RARE Infrastructure Nick Langley and Head of Global Distribution, Matt Bushby discussed the current volatile market conditions and what it means for investors in the following podcast.