May 2022
Strategy
Catch a tiger by the tail
As inflation bites harder than it has for decades, we consider the best ways for investors to hang on to their capital...
11 May
11 May
Strategy
Time to change the record
We ask whether equities can still offer meaningful diversification or whether investors need to turn to alternatives…
04 May
04 May
March 2022
Strategy
It's the end of the world as we know it
We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world...
17 Mar
17 Mar
Strategy
Private markets: A closer look at infrastructure and renewables
We examine the £27bn listed Infrastructure and Renewable Energy Infrastructure sectors…
09 Mar
09 Mar
News
Results analysis: US Solar Fund
USF offers a high dividend from cashflows fixed far into the future…
24 Mar
24 Mar
Fund Research
Greencoat UK Wind
UKW is in a strong position to capture the benefit of current high energy prices…
22 Mar
22 Mar
November 2021
Strategy
Holding back the tears
While the final text of COP26 fell short of what many had hoped for, the writing is on the wall for fossil fuels and, from an investment perspective, the age of sustainability has only just begun…
24 Nov
24 Nov
Strategy
Don't fear the reaper
With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
03 Nov
03 Nov
June 2021
Strategy
Green is good!
2021 will see billions dedicated to sustainable initiatives, which brings with it a host of possible investment opportunities...
10 Jun
10 Jun
Fund Research
Greencoat UK Wind
UKW’s size and robust model means we think it deserves to trade at a premium to peers…
02 Jun
02 Jun
May 2021
Strategy
The complexity premium
We examine the idea that extra returns can be obtained from buying investments which are perceived to be more complex by most investors...
19 May
19 May
Strategy
Riders on the storm
We look at the yields in the alternatives space and how they have been affected by the pandemic…
12 May
12 May
March 2021
News
Results analysis: US Solar Fund
We look at the recent results announcement from USF, and how the trust is poised to offer both high levels of income and capital growth in 2021…
16 Mar
16 Mar
Fund Research
Greencoat UK Wind
2020 has proved UKW’s resilience, which continues to target an inflation linked dividend…
09 Mar
09 Mar
February 2021
Strategy
Jungle Fever
Soaring interest in ESG has exciting implications, but risks pushing some stocks to distinctly unsustainable valuations...
17 Feb
17 Feb
Head to head
Dire Straits or Money for Nothing?
As discounts reach historically narrow levels across the board – our analysts debate whether a premium is a price worth paying…
24 Feb
24 Feb
December 2020
Fund Research
US Solar Fund
USF’s portfolio is now fully operational and the trust is on track to commence the targeted 5.5 cent dividend in 2021…
10 Dec
10 Dec
Fund Research
TRIG - Renewables Infrastructure Group
TRIG’s diversified income and strong ESG credentials justify its premium rating…
10 Dec
10 Dec