ClearBridge Investments

The Infrastructure Opportunity: Listed Versus Unlisted

Listen to RARE's Charles Hamieh and interviewer Peter White examine the similarities and differences between Listed and Unlisted Infrastructure. 

Investing for Income with Portfolio Manager and Senior Investment Analyst Shane Hurst

Listen to RARE's Shane Hurst and interviewer Peter White explain how RARE invests for income through the Income Strategy. 

1. How do you assess whether an infrastructure stock is likely to meet your criteria for inclusion into the income funds?
2. Are there any particular sectors or markets that are more prospective or more reliable than others?
3. Are there any biases inbuilt into your process that might hinder infrastructure’s role as a diversifier in the portfolio?
4. How do you assess income flows to ensure investments are sustainable over the medium term?
5. How long does it take to invest in a stock?
6. How does income flows from good infrastructure stocks compare to other traditional income generators such as REITS, global equities, and Australian equities?
7. Why has RARE’s Income Strategy offering been very popular with investors in the US and UK in comparison to the Australian market?
8. What impact does the Australian franking system have on stock selection and will the likely changes to the franking regime, if the government changes, have an impact on how you address Australian investment opportunities?

Late Cycle Investing

Peter White from Shed Connect, chats to RARE's Co CEO/CIO, Nick Langley where he explains:

• What is 'late cycle'?
• Why infrastructure is a good defensive strategy
• US/China trade tension and the impact on listed infrastructure
• Where to with Trump’s Infrastructure Plan

The attractions of Global Listed infrastructure for long term investors explained

Peter White from ShedConnect chats with RARE Infrastructure's CEO/CIO Nick Langley, on the attractions of Global Listed infrastructure for long-term investors and why US utilities could be good for your portfolio.