Kepler Trust Intelligence Podcast
Kepler Trust Intelligence Podcast · Jun 10, 2024 · 20:46
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In this episode of Trust Issues, we speak to Stephen Lilley, manager of Greencoat UK Wind, about the opportunity for investors in renewable infrastructure, including the strong secular growth drivers for UK wind infrastructure.
00:00 Introduction & performance highlights
03:40 Is the opportunity still as compelling as it was at launch?
08:24 How healthy are underlying dividends from power companies?
12:18 The effect of rising rates
16:14 Does it matter who wins the general election?
20:09 Risk warning
Episodes: Kepler Trust Intelligence Podcast