RARE Infrastructure

The Clearbridge RARE Infrastructure Income fund was last week awarded Money Management’s Fund Manager of the Year award for the Infrastructure Securities category. This comes after a strong recovery to April and an impressive long-term track record. According to Money Management, it was Clearbridge’s ability to “focus on the best ideas and staying index-unaware” that…

In this article we compare heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their respective infrastructure-focused strategies. While Magellan and its CEO Hamish Douglass need no introduction, the infrastructure fund is run by Gerald Stack. He joined Magellan in 2007 and is both head of investments and head of infrastructure, leading the team…

Founder and Senior Portfolio Manager Nick Langley at RARE Infrastructure, now named Clearbridge Investments, has put out a short note outlining the infrastructure sector as one area that remains bright despite the pandemic. According to Langley “there is a confluence of issues, events and realities that cause us to be extremely positive about the potential…

As is the trend this year, Melbourne-based Zenith Investment Partners held their annual Fund Manager of the Year awards online over the weekend. The session was hosted by John Nicoll, Head of Sales, and David Wright, CEO, both presenting remotely. In what was an incredibly difficult year for the finance industry, Wright stressed the important…

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, a late cycle.