The energy transition is a key challenge and opportunity facing investors today. Tom Williams, partner and head of energy and infrastructure at Downing Renewables & Infrastructure Trust (DORE.L), discusses the fund’s diversified strategy for investing in renewable energy assets across technologies and geographies. Williams explains how Downing’s focus on aggregating small hydro assets and modernising these plants in Sweden allows it to optimise returns while reducing carbon emissions. He also shares the fund’s approach to managing inflation risk and leveraging opportunities such as co-locating solar and battery storage at existing sites. We discuss priorities for allocating capital and Williams explains how the share buyback programme at Downing offers compelling returns at a time when the trust trades at a discount to NAV and has a dividend yield in excess of 7%.
The US equities market is the largest in the world, accounting for c 40% of total world market capitalisation. What do non-us US equities need to know? Sally Boyle speaks to Neil Shah about this growing opportunity. Visit our playlist for more Q&As between with Sally and Neil.
We live in a world of increasing geopolitical instability, higher inflation and tightening monetary policy. Can investing in real assets provide sustainable, less correlated returns?
For investors, the obsession with the billionaires club is a distraction. A whole universe of investment opportunities exists in SpaceTech as the technologies and infrastructure are developed to deploy the rapidly growing number of low earth orbit satellite (LEO) constellations. These will acquire and transfer increasing volumes of data for applications including communications, weather forecasting, climate change, imagery, resource planning, asset tracking, navigation, the internet of things as well as defence. Let’s find some of the best.