January 2025
2025 Kepler Ratings

Kings of the castle
We reveal the winners of our 2025 investment trust ratings…
08 Jan
08 Jan
Market insight

Will 2025 be the year infra & renewables trusts decouple from Gilts?
Rising bond yields have translated to poor performance from high yielding sectors, yet their inflation-link and other factors may lead to a recovery…
13 Jan
13 Jan
Fund Research

Cordiant Digital Infrastructure
CORD’s strong share price rally reflects continued improvement of strong fundamentals…
31 Jan
31 Jan
Fund Research

HICL Infrastructure
HICL’s discount widens, yet the portfolio is showing positive signs…
15 Jan
15 Jan
December 2024
Strategy

Quality will out
Alternative income trusts offer diversification, but stick to high quality…
05 Dec
05 Dec
Trust issues

Trust Issues: investing in digital infrastructure equity with CORD’s Steven Marshall
We discuss opportunities for investors in the digital infrastructure equity sector with CORD’s Steven Marshall...
09 Dec
09 Dec
Video

Portfolio Insights: GCP Infrastructure on turning waste wood into shareholder returns
We take a tour through GCP's Birmingham Bio Power Facility (BBPL) to find out how they turn waste wood from the local area into renewable energy for 10,00 homes and businesses, and then how this translate into returns for shareholders...
04 Dec
04 Dec
Market insight

Entente Cordiant
CORD’s excellent share price performance demonstrates how discount narrowing can supercharge returns…
02 Dec
02 Dec
Trust issues

Trust Issues: investing in infrastructure debt with SEQI's Randall Sandstrom
We discuss opportunities for investors in the infrastructure debt sector with SEQI’s Randall Sandstrom...
02 Dec
02 Dec
News

Results analysis: Sequoia Economic Infrastructure Income
SEQI’s high dividends continue to be well-covered by cash…
09 Dec
09 Dec
News

Results analysis: Cordiant Digital Infrastructure
CORD’s excellent share price returns reflect impressive operational performance…
02 Dec
02 Dec
June 2024
Market Insight

The rate cycle must soon benefit infrastructure and renewables
Spreads remain elevated, yet we may be soon approaching a turn in the cycle…
24 Jun
24 Jun
News

Results analysis: Sequoia Economic Infrastructure Income
SEQI continues to generate strong returns from the infrastructure sector…
26 Jun
26 Jun
News

Results analysis: Cordiant Digital Infrastructure
CORD’s operational performance is supporting an NAV uplift and an increased dividend…
26 Jun
26 Jun
Fund Research

Cordiant Digital Infrastructure
CORD’s unique portfolio offers investors differentiated growth and income potential…
19 Jun
19 Jun
August 2023
Strategy

Should I stay, or should I go?
Re-appraising the invitation to the bond party…
09 Aug
09 Aug
Strategy

Isn’t it ironic?
Alternatives: not equities, not bonds, but a bit of both...
02 Aug
02 Aug
Fund Research

3i Infrastructure
3IN: keeping it real
10 Aug
10 Aug
Fund Research

GCP Infrastructure Investments
GCP: recycling capital helps reset the clock...
10 Aug
10 Aug