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- QD view: Our search for income – a deep dive presentation on the renewable and infrastructure sectors
In this video, Edward Marten CEO of QuotedData and James Carthew head of investment companies talk about the search for income, and where to find attractive opportunities in the current market. Their presentation (at Master Investor, the UK’s largest private investor show, on the QuotedData stage) explains why it’s worth taking a fresh look at the infrastructure and renewable energy infrastructure sectors, and they pick out some attractive opportunities that could deliver considerable income and capital growth in what remains an over sold market.
Full disclosure, this presentation was made on 9 March. Both Gore Street and NextEnergy continued to fall in price and I bought some on 9 April 2024 and wrote about it in a Citywire article published on 15 April 2024, which rehashes some of this presentation https://quoteddata.com/in-the-press/investment-trust-insider-benefiting-yield-waiting-rerating/