March 2024
Strategy
How to grow old gracefully (and preferably rich)...
Ahead of the final week of our event, focused on retirement planning, we consider some of the complexities of portfolio construction…
20 Mar
20 Mar
Fund Research
Greencoat UK Wind
Chunky dividend cover is the key to UKW’s resilient proposition…
20 Mar
20 Mar
February 2024
Strategy
Range anxiety
We look at what context we can gain from ten years of discount analysis…
07 Feb
07 Feb
Guides
Investing in renewable energy infrastructure with investment trusts
Closed-ended are a simple way to access the attractive income and defensive potential of renewables infrastructure…
22 Feb
22 Feb
News
Flash update: Greencoat UK Wind
UKW’s total return strategy continued to bear fruit in 2023…
09 Feb
09 Feb
January 2024
Strategy
Merger of ORIT and AERI could make sense for shareholders
We ask what factors make for a good merger and ask if these apply to ORIT and AERI...
25 Jan
25 Jan
Strategy
Definitely maybe
Fund flows and discounts may shed some light on a once-in-a-generation opportunity…
10 Jan
10 Jan
Features
Staying the course
UKW may have a new co-manager in 2024 but the trust’s attractive qualities remain the same…
23 Jan
23 Jan
September 2023
Features
Heads you win, tails you wind
UKW offers strong upside potential, regardless of what the economic outlook is…
08 Sep
08 Sep
Fund Research
Octopus Renewables Infrastructure
ORIT: renewables diversified across stage, technology, and geography…
20 Sep
20 Sep
News
Results analysis: Octopus Renewables Infrastructure
ORIT’s widening discount belies the inexorable march of renewable energy and ORIT’s ability to continue to invest...
26 Sep
26 Sep
News
Flash update: ThomasLLoyd Energy Impact
TLEI serves notice on manager, board assessing the potential for a re-launch…
15 Sep
15 Sep
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
Greencoat UK Wind
Increased clarity on underlying assumptions highlights UKW’s resilient proposition…
14 Aug
14 Aug
July 2023
News
Results analysis: Greencoat UK Wind
UKW’s resilient NAV and increased discount rate suggest strong prospective returns…
27 Jul
27 Jul
Fund Research
TRIG - Renewables Infrastructure Group
TRIG’s long-term inflation-linkage seems underappreciated by a market fixated on the short term…
19 Jul
19 Jul
April 2023
Strategy
Hope springs eternal
Far-fetched as it might seem, we imagine some scenarios where a UK government might actually do something useful – and the investment trusts that could benefit…
26 Apr
26 Apr
Fund Research
TRIG - Renewables Infrastructure Group
TRIG’s consistent and inflation-linked returns are underpinned by a high-quality portfolio…
13 Apr
13 Apr
December 2022
Strategy
Reasons to be cheerful
We find reasons to be cheery this Christmas in the long-term trends which are going to transform society and generate returns…
21 Dec
21 Dec
Fund Research
TRIG - Renewables Infrastructure Group
TRIG’s attractions remain undiminished, yet trade on a discount of 4.5%…
20 Dec
20 Dec