Overview
Ecofin US Renewables Infrastructure Trust intends to invest in a diversified portfolio of renewable assets predominantly in the United States, but it may also invest up to 15% of its gross assets in other OECD countries. Sectors eligible for investment will include renewable energy (solar, wind, battery storage, biomass, hydroelectric and microgrids), water and waste-water and related renewable assets sectors, with a predominant focus on solar and wind.
The company will seek to invest primarily through privately-negotiated middle market acquisitions of long-life renewable assets which are construction-ready, in-construction and/or currently in operation with long-term power purchase agreements or comparable contracts with investment-grade quality counterparties, including utilities, municipalities, universities, schools, hospitals, foundations, corporations and others.
The trust has US dollar traded shares – RNEW – and Sterling traded shares – RNEP
You can access the company’s website here
We have written notes that explain in some detail how the fund works.
Storm damage reparable – published on 6 September 2023, considered the impact of a tornado on the fund’s wind farm
Back on track – published on 26 January 2023, looks at the fund’s prospects following the appointment of a new manager
Clear path to growth – published on 25 March 2022 looks at the opportunities that are open to expand the portfolio
Sunny outlook – published on 18 May 2021 is QuotedData’s initiation note
You can view our interviews with the company’s Fund Managers below:
27th January 2023: Eileen Fargis – Weekly Show
Fundamentals
Price
Research History
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07 Sep 2023 8 min read
Ecofin US Renewables Infrastructure Trust – Storm damage reparable
Ecofin US Renewables Infrastructure Trust Investment companies | Update | 6 September 2023 Storm damage reparable Ecofin US Renewables (RNEW) has been impacted by tornado damage to a substation in Texas, which is going to act as a temporary constraint on cash flows generated by its local windfarm investment. As we explain on page 3, […]
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8 min read
Ecofin US Renewables Infrastructure Trust – Storm damage reparable
Ecofin US Renewables Infrastructure Trust Investment companies | Update | 6 September 2023 Storm damage reparable Ecofin US Renewables (RNEW) has been impacted by tornado damage to a substation in Texas, which is going to act as a constraint on cash flows generated by its local windfarm investment. As discussed on page 3, the manager […]
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8 min read
Ecofin US Renewables Infrastructure Trust – Storm damage reparable
Ecofin US Renewables Infrastructure Trust Investment companies | Update | 6 September 2023 Storm damage reparable Ecofin US Renewables (RNEW) has been impacted by tornado damage to a substation in Texas, cutting off its wind farm’s connection to the local power grid. This is going to act as a temporary constraint on cash flows generated […]
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27 Jan 2023 1 min read
Interview with Eileen Fargis from Ecofin US Renewables Infrastructure Trust
In this week’s show, James Carthew spoke to Eileen Fargis from Ecofin US Renewables Infrastructure Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on [email protected]. Additionally, if […]
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26 Jan 2023 21 min read
Ecofin US Renewables Infrastructure Trust – Back on track
Ecofin US Renewables Infrastructure Trust Investment companies | Annual overview | 26 January 2023 Back on track Ecofin US Renewables Infrastructure Trust (RNEW) moved from a premium to a discount in July 2022 as the original fund management team resigned. The portfolio assembled is solid, performing well and delivering on expectations. A new fund management […]
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21 min read
Ecofin US Renewables Infrastructure Trust – Back on track
Ecofin US Renewables Infrastructure Trust Investment companies | Annual overview | 26 January 2023 Back on track Ecofin US Renewables Infrastructure Trust’s (RNEW’s) share price moved from a premium to net asset value (NAV) to a discount in July 2022 as the original fund management team resigned. The portfolio assembled is solid, performing well and […]
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20 min read
Ecofin US Renewables Infrastructure Trust – Back on track
Ecofin US Renewables Infrastructure Trust Investment companies | Annual overview | 26 January 2023 Back on track Ecofin US Renewables Infrastructure Trust (RNEW) moved from a premium to a discount in July 2022 coincident with the resignation of the original fund management team. A new fund management team, led by Eileen Fargis, is now in […]
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06 Jan 2023 1 min read
QuotedData’s Investment Trust Weekly News Roundup Show – Review of 2022
In this week’s show, James Carthew spoke to Andrew McHattie from Investment Trust Newsletter. If there is a guest speaker you’d particularly like to hear from, please email us on [email protected]. Additionally, if you would prefer to watch and ask questions live, please join us every Friday at 11am.
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06 Oct 2022 111 min read
QuotedData’s Economic and Political Monthly Roundup October 2022
Economic and Political Monthly Roundup Investment companies | Monthly | October 2022 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to […]
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25 Mar 2022 17 min read
Ecofin US Renewables Infrastructure Trust – Clear path to growth
Clear path to growth Having just had its first birthday in December, Ecofin US Renewables Infrastructure (RNEW) has had plenty of reasons to celebrate. It successfully deployed all its IPO proceeds ahead of target and managed to increase its dividend each quarter, bringing its aggregate total dividends for 2021 to 3.2 cents per ordinary share, […]
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17 min read
Ecofin US Renewables Infrastructure Trust – Clear path to growth
Clear path to growth Having just had its first birthday in December, Ecofin US Renewables Infrastructure (RNEW) has had plenty of reasons to celebrate. It successfully deployed all its IPO proceeds ahead of target and managed to increase its dividend each quarter, bringing its aggregate total dividends for 2021 to 3.2 cents per ordinary share, […]
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17 min read
Ecofin US Renewables Infrastructure Trust – Clear path to growth
Clear path to growth Having just had its first birthday in December, Ecofin US Renewables Infrastructure (RNEW) has had a number of reasons to celebrate. It deployed all its IPO proceeds ahead of target and managed to increase its dividend each quarter, bringing its aggregate total dividends for 2021 to 3.2 cents per ordinary share, […]
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18 May 2021 23 min read
Ecofin US Renewables Infrastructure Trust – Sunny outlook
Sunny outlook Ecofin US Renewables Infrastructure Trust (RNEW) is just a few months old, but has already deployed well over half of its IPO proceeds and declared its maiden dividend two months ahead of target, putting it well on the way to achieving its 7.0-7.5% total return and 5.25%-5.75% dividend yield target (based on the […]
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23 min read
Ecofin US Renewables Infrastructure Trust – Sunny outlook
Sunny outlook Ecofin US Renewables Infrastructure Trust (RNEW) is just a few months old, but has already deployed well over half of its IPO proceeds and declared its maiden dividend two months ahead of target, putting it well on the way to achieving its 7.0-7.5% total return and 5.25%-5.75% yield target (based on the $1 […]
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22 min read
Ecofin US Renewables Infrastructure Trust – Sunny outlook
Sunny outlook Ecofin US Renewables Infrastructure Trust (RNEW) is just a few months old, but has already deployed well over half of its IPO proceeds and declared its maiden dividend two months ahead of target. It is aiming to achieve a 7.0-7.5% total return and 5.25%-5.75% yield target (based on the $1 IPO price). RNEW’s […]
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11 Feb 2021 5 min read
QuotedData’s Round the World Webinar series – Americas day playback
On 10th February 2021, QuotedData hosted the second of four Round the World webinars. This webinar was focused on the Americas and included presentations and Q&As from 4 investment companies’ managers, covering markets across North and South America. We would like to thank all of our speakers and attendees for joining us. Click on the links […]
News
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26 Sep 2024 2 min read
QuotedData’s morning briefing 26 September 2024 – RMII, CGL, RNEW, RTW, LABS, PSDL
In QuotedData’s morning briefing 26 September 2024: RM Infrastructure Income (RMII) says its latest tender was taken up in full – 19,738,338 shares will be bought back at the tender price of 88.59p (equivalent to the NAV as at 30 August 2024). The money should be in your account on Monday. Iona Star LP, the […]
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09 Sep 2024 2 min read
Ecofin US Renewables Infrastructure calls it a day
Ecofin US Renewables Infrastructure (RNEW) has announced that it has concluded its strategic review which was launched just over a year ago. As part of the review, RNEW appointed Marathon Capital to undertake a process focused on a sale of all its assets and an extensive marketing exercise was undertaken. However, RNEW says that no […]
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11 Jul 2024 2 min read
QuotedData’s morning briefing 11 July 2024 – RNEW, SRE, LMP, SERE
In QuotedData’s morning briefing 11 July 2024: Brett Miller has joined the board of Ecofin US Renewables (RNEW) as a non-executive director of the company with immediate effect. Brett, who has wide-ranging investment trust experience, particularly in the restructuring and managed run-off of a number of listed closed end funds across a range of asset […]
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17 Jun 2024 1 min read
Ecofin US Renewables provides a negative quarterly update
Ecofin US Renewables Infrastructure Trust (RNEW) has provided a NAV update for the first quarter of 2024. Over these three months RNEW has reported a fall in the NAV per share, from $0.8521 at the end of December to $0.7937 at the end March. Total NAV fell from $117.7m to $109.6m. This fall was due […]
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29 Apr 2024 2 min read
Ecofin U.S. Renewables dividend swept up by a tornado
Ecofin U.S. Renewables Infrastructure Trust (RNEW) released its annual financial results for the 12 months ending 31 December 2023: RNEW reported a negative NAV total return of -5.5% and share price total return of -28.0%. NAV per share decreased from 94.3 cents per share to 85.2 cents. The company’s total NAV was $117.7m as of […]
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22 Dec 2023 3 min read
QD – review of the year
This is the last of our weekly emails for 2023. We hope that you have been finding them useful. We will be publishing our annual roundup in January. Ahead of that however, I thought it might be worth pulling out a few of the year’s highs and lows. In January, China’s market shone as hopes […]
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08 Dec 2023 1 min read
QuotedData’s weekly news update 8th December
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: Chrysalis (0:20) Baring Emerging EMEA Opportunities (3:23) Ecofin US Renewables (7:21) This week’s interview was with Joe Bauernfreund from AVI Japan Opportunity Trust – watch […]
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07 Dec 2023 1 min read
Ecofin US Renewables says Whirlwind about to be re-energised
Whirlwind – Texas wind asset Ecofin US Renewables’s 59.8 MW Whirlwind Energy wind farm in Texas, has now moved significantly closer to coming back online. The asset management team of Ecofin Advisors, LLC has been working with the relevant counterparties to restore generation from Whirlwind following the tornado damage to a nearby substation in June […]
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14 Sep 2023 2 min read
Challenging start to the year for RNEW
Ecofin US Renewables Infrastructure Trust (RNEW) announced its half year report for the year period ended June 30 2023. NAV return for the period was 0.3% while shares fell 24.7% which saw the discount widen to 29%. Commenting on the performance, chairman Patrick O’D Bourke noted that this has been a difficult first half for […]
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08 Sep 2023 1 min read
QuotedData’s weekly news update 8th September 2023
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Ecofin US Renewables • RM Infrastructure Income • Round Hill Music This week’s interview was with Prashant Khemka from Ashoka WhiteOak Emerging Markets Trust – […]
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2 min read
Ecofin US Renewables announces strategic review
Ecofin US Renewables (RNEW) has announced that, given the wide discounts impacting RNEW and other alternatives investment trusts, and the unfavourable short-term prospects to raise new equity as a result, the board has decided to undertake a review of RNEW’s strategy, which will centre on a sale of the company’s assets. If a sale proceeds […]
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28 Jul 2023 1 min read
QuotedData’s weekly news show 28th July 2023
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • abrdn Smaller Companies Income/Shire (1:08) • Ecofin US Renewables (7:31) • Henderson Diversified Income (11:52) This week’s interview was with Uzo Ekwue & Pav […]
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27 Jul 2023 2 min read
Better news for Ecofin US Renewables as new route to grid connection identified
Ecofin US Renewables (RNEW) confirms that following the 21 June 2023 tornado in Matador, Texas, its 59.8MW Whirlwind Energy wind farm in Floydada, Texas, remains temporarily offline. As previously communicated, the tornado left the Whirlwind asset itself unharmed and affected only five project-owned transmission poles at the far end of Whirlwind’s transmission line along with the […]
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30 Jun 2023 1 min read
QuotedData’s weekly news show 30th June 2023
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Blackstone Loan Financing (0:34) • Mid Wynd International (6:45) • Ecofin US Renewables (10:30) This week’s interview was with Gervais Williams from Miton UK […]
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29 Jun 2023 1 min read
Temporary dividend cut at tornado-hit Ecofin US Renewables
In an update to Monday’s story, Ecofin US Renewables says that it will likely be forced to cut its dividend following the loss of income from its Whirlwind project. The tornado that hit Matador Texas on 21 June 2023 killed four people and injured 15 others, making it the deadliest Texan storm since 2015. The […]
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28 Jun 2023 3 min read
QuotedData’s morning briefing 28 June 2023
In QuotedData’s morning briefing 28 June 2023: Atrato Onsite Energy (ROOF) has signed a power purchase agreement (PPA) to sell the electricity generated by Project Skeeby, a 50MW solar PV project in Richmond, North Yorkshire. As announced in April, Skeeby is a recent acquisition and is currently under installation, with an expected energisation date of […]
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26 Jun 2023 1 min read
QuotedData’s morning briefing 26 June 2023
In QuotedData’s morning briefing 26 June 2023: US Solar Fund (USF) has announced that it has reached the financial close on the sale of 50% of its interest in the 200MWDC Mount Signal site to MN8 Energy (formerly known as Goldman Sachs Renewable Power), with the binding sale agreement having been made in April 2023. […]
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11 May 2023 1 min read
QuotedData’s morning briefing 11 May 2023
In QuotedData’s morning briefing 11 May 2023: Krishna Shanmuganathan is to replace Norman Crighton as chair of Weiss Korea Opportunity (WKOF) when Norman steps down from the board at the AGM on 20 July 2023. Separately, holders of just 41,496 shares elected to take advantge of the company’s latest realisation opportunity. Ecofin Advisors, LLC has […]
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14 Apr 2023 7 min read
Ecofin US Renewables Infrastructure makes sound progress
Ecofin US Renewables Infrastructure Trust (RNEW) has published its annual results for the year ended 31 December 2022, which its chairman, Patrick O’D Bourke, describes as one of sound progress. This included the announcement on 24 October 2022 of the appointment of Eileen Fargis as group lead and portfolio manager for RNEW (Eileen appeared on […]
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02 Feb 2023 2 min read
QuotedData’s morning briefing 2 February 2023
In QuotedData’s morning briefing 2 February 2023: Ecofin US Renewables’ (RNEW) manager increased its holding in the fund, buying 59,096 shares in the market at an average price of $0.835 in part settlement of its management fee due for the three-month period ended 31 December 2022. It and its associates now hold 346,887 shares. abrdn […]
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24 Oct 2022 1 min read
QuotedData’s morning briefing 24 October 2022
In QuotedData’s morning briefing 24 October 2022: Ecofin U.S. Renewables Infrastructure (RNEW) says that its investment manager, Ecofin Advisors, has appointed Eileen Fargis as the Ecofin group lead and portfolio manager for RNEW, effective today. Eileen has over 20 years’ industry experience, most recently as head of investments for InterEnergy Holdings, an independent developer, owner, […]
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17 Oct 2022 1 min read
US Solar announces strategic review
In a surprise move, US Solar Fund has announced a strategic review. The announcement notes that the fund has successfully executed its strategy of delivering a sustainable dividend for shareholders, but laments problems with growing its asset base. The board says that it maintains strong conviction in the value of the assets, the business plan, […]
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29 Jul 2022 1 min read
QuotedData’s weekly news show 29th July 2022
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew and Andrew McHattie covered the week’s top stories: • JPMorgan Russian • Seraphim Space • Ecofin US Renewables This week’s interview was with Stuart Widdowson from Odyssean Investment Trust – watch […]
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28 Jul 2022 2 min read
QuotedData’s morning briefing 28 July 2022
In QuotedData’s morning briefing 28 July 2022: Ecofin US Renewables (RNEW) says that its end June NAV was 97.32 cents, down slightly from the figure of 97.64 cents at end March. The main infuences on the NAV over the quarter were an inflation/interest related increase in discount rates used to value the portfolio (-$3.5m) offset […]
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19 Jul 2022 2 min read
QuotedData’s morning briefing 19 July 2022
In QuotedData’s morning briefing 19 July 2022: In GCP Asset Backed Income’s (GABI) latest NAV (as at 30 June 2022), the co-living group loan (discussed on our weekly show on 8 July) has been revalued, taking 1.21p off the NAV. The directors took advice from the company’s valuation agent and investment manager, considered a range […]
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22 Jun 2022 2 min read
Ecofin US Renewables publishes trading update
Ecofin US Renewables has published trading update ahead of today’s AGM. It says that the US renewable energy industry continues to offer bright prospects for ongoing investment and growth, even while facing the near term challenges of supply chain constraints, inflation, and a trade dispute on imported solar products. In the first quarter of 2022, […]
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13 May 2022 1 min read
QuotedData’s weekly news show 13th May 2022
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew and Richard Williams covered the week’s top stories: JLEN Ecofin US Renewables Infrastructure Trust Bluefield Solar Shaftesbury Capital and Counties LXI Reit Secure Income REIT This week’s interview was with […]
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10 May 2022 2 min read
Ecofin US Renewables launches fundraise
Ecofin US Renewables Infrastructure Trust plans to raise new capital by way of a placing of new ordinary shares at a price of $1.015 per share. The company has fully deployed its IPO proceeds and has drawn down $9.1m under its revolving credit facility. In addition to the placing, there will be an offer of […]
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19 Apr 2022 2 min read
Ecofin US Renewables well placed for expansion
Ecofin US Renewables has published its first set of results which cover the period from when it was incorporated on 12 August 2020 through its listing on 22 December 2020 and up to the end of December 2021. Since IPO, the trust has returned 2.8% in NAV terms and 0.8% in share price terms. The […]
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04 Nov 2021 2 min read
QuotedData’s morning briefing 4 November 2021
In QuotedData’s morning briefing 4 November 2021: Tufton Oceanic (SHIP) plans to issue up to 28,057,140 shares at $1.39 via a placing. The money raised will be used to fund the purchase of additional ships. The number of shares is 10% of the existing issued share capital. The issue price is 1.4% discount to the […]
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19 Oct 2021 2 min read
QuotedData’s morning briefing 19 October 2021
In QuotedData’s morning briefing 19 October 2021: Augmentum Fintech (AUGM) is making a £10m investment into Zopa as part of that company’s latest funding round of £220m. The funding round is being led by SoftBank Vision Fund 2 with participation from Chimera Abu Dhabi, and is conditional on regulatory approval. Augmentum is investing alongside other […]
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13 Oct 2021 2 min read
QuotedData’s morning briefing 13 October 2021
In QuotedData’s morning briefing 13 October 2021: RTW Venture Fund (RTW) holding, CinCor Pharma has completed a $143m Series B financing round. RTW participated in the round alongside other investors. CIO, Roderick Wong, said: “We are delighted to support CinCor’s efforts to develop next-generation treatments for hypertension, a condition that affects a significant patient population […]
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01 Oct 2021 4 min read
QD View – Energy crisis, opportunity in uncertainty
The drivers that have led to the current energy crisis have been clearly visible for some time and reflect a number of long-term structural challenges that we face. Chief amongst these is climate change and the need to decarbonise but related to this are issues of energy security; the intermittency of renewables; battery technology that […]
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24 Sep 2021 1 min read
QuotedData’s weekly news show 24 September 2021
QuotedData’s weekly news show 24 September 2021 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: US solar funds CQS New City High Yield Genesis Emerging Markets This week’s interview was with Peter Hewitt […]
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20 Sep 2021 3 min read
QuotedData’s morning briefing 20 September 2021
In QuotedData’s morning briefing 20 September 2021: Ecofin US Renewables Infrastructure (RNEW) has completed its acquisition of Echo Solar Portfolio’s largest asset, which it signed an agreement to acquire in July. The portfolio includes 12 solar photovoltaic projects, which are at construction stage and are expected to be completed and to commence operations in phases […]
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08 Sep 2021 2 min read
Good start for Ecofin US Renewables Infrastructure with strong pipeline on the horizon
Good start for Ecofin US Renewables Infrastructure with strong pipeline on the horizon – Ecofin US Renewables Infrastructure (RNEW) has published its report for the period from its incorporation on 12 August 2020 to 30 June 2021. Its NAV rose from 98c on its IPO date (22 December 2020) to 98.5c on 30 June 2021, […]
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03 Aug 2021 2 min read
QuotedData’s morning briefing 3 August 2021
In QuotedData’s morning briefing 3 August 2021: Vietnam Holding (VNH) proposes to hold a tender for up to 30% of its issued share capital. To be eligible to participate, shareholders must have owned the share on 2 August. Shareholders will be asked to approve the tender at a meeting scheduled for 31 August 2021 and payment […]
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23 Jul 2021 1 min read
QuotedData’s weekly news show 23 July 2021
QuotedData’s weekly news show 23 July 2021 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on Youtube. In this week’s show, James Carthew covered the week’s top stories: Pershing Square Ecofin US Renewables Watch it again here This week’s interview was with Gareth Powell of Polar Capital Global […]
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22 Jul 2021 1 min read
Ecofin US Renewables buys 12 solar projects
Ecofin US Renewables buys 12 solar projects – Ecofin US Renewables has signed an agreement to buy 12 ground mount solar photovoltaic projects, all at construction stage, with an aggregate asset value of approximately $95m. The combined capacity of these projects is estimated at 69MW, which will help offset over 83,000 tonnes of CO2 equivalent […]
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05 Mar 2021 3 min read
QD view – Inflation fears making waves
If you listened into this week’s interview with Nick Brind, one of the managers of Polar Capital Global Financials Trust, you will have heard how rising long-term interest rates are helping to drive a recovery in the financials sector, particularly for banks. Long-term interest rates are climbing in part because investors are expecting that inflation […]
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04 Feb 2021 2 min read
QuotedData’s morning briefing 4 February 2021
In QuotedData’s morning briefing 4 February 2021: SDCL Energy Efficiency Income Trust have announced a £100m placing (94.3m shares at 106p). The price is a 3.9% premium to the end September NAV and a 1.4% discount to last night’s closing price. The money would go into commercial and industrial solar projects across the United States in […]
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08 Jan 2021 3 min read
QD view – Nothin’ but blue skies from now on…
The riot in the Capitol Building may be dominating headlines but hopefully the orange cloud over Washington may soon dissipate. Does that mean Nothin’ but blue skies from now on…? For investors, one of the key events if 2021 to date may be the Democrat’s wins in the Georgia senate races. Joe Biden will now have […]
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24 Dec 2020 2 min read
QuotedData’s morning briefing 24 December 2020
In QuotedData’s morning briefing 24 December 2020: Gresham House Energy Storage has conditionally agreed to acquire a c.30MW battery project located near Wester Dechmont, Livingston in West Lothian, Scotland. Byers Brae is a battery-only site with a c.30MW/30MW export/import capacity which is currently expected to be commissioned in the second quarter of 2021. The project is […]
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17 Sep 2024 1 min read
Four investment trusts closed last week. How many more will go?
Last week, four separate investment trusts handed in their notice, announcing they would be shuttering.. The number of investment trusts has fallen to its lowest level in years for a number of reasons, including high discounts, pressure on small trusts, and ongoing issues around cost disclosure.. With a total of ten mergers announced so far […]
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16 Sep 2024 1 min read
Investment trust insider on a shrinking sector
Investment trust insider on a shrinking sector – James Carthew: We might regret what’s lost in the trust bloodbath Four more investment companies – Aquila European Renewables, Ecofin US Renewables, Gulf Investment Fund and Keystone Positive Change – are heading for the exit. The bloodbath in the investment companies sector seems to be getting worse. […]
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18 Jun 2024 2 min read
Investment trust insider on US infrastructure
Investment trust insider on US infrastructure – James Carthew: Power up your portfolio with US infrastructure trusts While there may be some political noise in the run up to the presidential election, the long-term case for investments in US renewable infrastructure is pretty solid. While all eyes have been on the meteoric rise of Nvidia, […]
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19 Dec 2023 1 min read
INTO THE HEADWIND
James Carthew in The Investment Trusts Handbook 2024: James Carthew reviews a tough year for the alternative asset trusts In the years following the global financial crisis, the investment companies industry boomed as investors in search of income poured money into alternative assets. Not everything worked. Aircraft leasing and reinsurance funds proved to be notable […]
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12 Dec 2023 1 min read
Money Makers podcast: 9 Dec 2023
In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, talks to James Carthew, director of QuotedData.
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02 Oct 2023 1 min read
Investment trust insider on discount disconnects
Investment trust insider on discount disconnects – James Carthew: The SONG and dance about alternative NAVs One argument used by investors who justify the wide discounts on investment companies in ‘alternative’, non-equity assets is that the underlying net asset values (NAV) of their portfolios are overstated. Sometimes this is easy to counter, but in other […]
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11 Sep 2023 1 min read
Investment trust insider on the loss of good funds
Investment trust insider on the loss of good funds – James Carthew: Too many good funds are throwing in the towel Share price discounts have been widening across the investment companies’ sector. Incredibly, just 20 of 337 closed-end funds that I follow were trading at a premium to net asset value (NAV) at the end […]
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11 Aug 2023 1 min read
How to find the real investment trust bargains
Kyle Caldwell, interactive investor, 10 Aug 2023: This episode of On The Money is inspired by interactive investor readers requesting a closer look at investment trust discounts. Kyle is joined by James Carthew, co-founder and head of investment company research at QuotedData, to tackle the topic, including how to spot a good opportunity and how […]
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10 Feb 2023 1 min read
Deep Dive: Experts predict all forms of energy will be ‘winners’ in the next decade
Elliot Gulliver-Needham, Investment Week, 10 February 2023: Russia’s invasion of Ukraine, spiralling inflation and a renewed focus on energy security defined 2022, leading to a rapid evolution of investor attitudes towards the energy sector… According to the World Bank, energy prices in 2023 are expected to be 75% above their average over the past five […]
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16 Jan 2023 1 min read
Investment trusts are going cheap in the stockpicker sales
David Brenchley, The Sunday Times, January 15 2023 The January sales are still on but you might find it more profitable to go shopping in the stock market instead. When share prices fall as sharply as they have since mid-2021, investors will inevitably be on the lookout for bargain opportunities. Investment trusts are trading at […]
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05 Dec 2022 1 min read
Clearer picture, calmer nerves for renewables?
James Carthew of QuotedData for Investment Week, 5 December 2022: Shifting sentiment has led to a widening of discounts to net asset value across many parts of the investment companies’ industry. One of the more unexpected deratings has occurred within the renewable energy infrastructure sector, despite two thirds of these funds generating double-digit NAV returns […]
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20 Oct 2022 1 min read
When will renewable energy investment trust prices recover?
By Val Cipriani, Investors’ Chronicle, October 19, 2022: While equities and bonds have taken a battering, infrastructure has become an increasingly popular asset class in the past year, with a reputation for helping investors’ fortunes while traditional strategies were busy plummeting. Renewable energy in particular looked attractive in an environment where energy can be sold […]
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23 Sep 2022 2 min read
What should I do when my fund manager departs?
James Crux, Shares Magazine, 22 September 2022: On 5 September, asset manager Abrdn (ABDN) announced that veteran and very successful fund manager Harry Nimmo will retire… When a fund manager who has forged a particularly strong track record exits stage left, it is tempting to immediately sell your fund units or investment trust shares. However, […]
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15 Nov 2021 1 min read
Renewable trust NAV declines are unnerving some investors
QuotedData’s James Carthew looks at how declining forecasts of long-term power prices are impacting renewable investment trusts ESGClarity, 15 November 2021 / Opinion Following a successful £210m new issue from Harmony Energy Income, there are now 20 companies in the AIC’s renewable energy sector and at least two more – Atrato Onsite Energy and ThomasLloyd Energy […]
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04 Oct 2021 1 min read
How to cash in on the international supply crisis
Demand for oil, copper and other commodities is growing — could this help investors to beat the pressures of inflation David Brenchley, Saturday October 02 2021, 12.01am, The Times The prices of lithium, aluminium and copper are soaring, wholesale gas prices have jumped sixfold and the oil price has hit a three-year high. All of […]
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13 Apr 2021 1 min read
Bridges and walls are the road to profit in the US recovery plan
Bridges and walls are the road to profit in the US recovery plan David Brenchley, Sunday April 11 2021, 12.01am, The Sunday Times While on the campaign trail to become president, Joe Biden pledged to “build bridges, not walls”. On April 1 he announced plans to build literal bridges, alongside other infrastructure projects, in a […]
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25 Jan 2021 1 min read
Can you cash in on a Biden bounce
Is America’s bubble about to burst – or can you cash in on a BIDEN BOUNCE as Democrat takes the reins By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:50, 23 January 2021 | UPDATED: 10:38, 24 January 2021 In the last few days, the world’s eyes have been on the United States as the presidency has transferred from Donald […]