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James Carthew
Research analyst at QuotedData who provides specialist insight into the renewables and infrastructure investment trust sector, including discount dynamics, dividend policies and valuation drivers.
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Nov 3, 2025
• 55min
Investment Trust Show: can big dividends make up for weak share price performance? The challenges facing renewable energy and infrastructure trusts.
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In this insightful discussion, James Carthew, a research analyst specializing in renewables and infrastructure trusts, dives into the challenges facing these sectors, including how rising interest rates impact NAVs. David Bird, manager of Octopus Renewables Infrastructure Trust, shares details about their strategic pivot toward growth and construction projects aimed at improving shareholder outcomes. Pieter Staelens discusses CVC Income & Growth's credit-focused strategy, highlighting successful opportunistic purchases that generate steady income while managing risks.
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