Interested in views on the renewables sector. Have added to positions in Renewables Infrastructure (LON:TRIG) Greencoat UK Wind (LON:UKW) and Bluefield Solar Income Fund (LON:BSIF) as trading well below NAV plus an attractive yield. Also hold Sequoia Economic Infrastructure Income Fund (LON:SEQI) and HICL Infrastructure (LON:HICL) HICL on similar basis. Appreciate these are linked to the gilt yields but discount feels overdone.
I agree the discounts feel overdone - but there is such negative sentiment at present and the market is saying these are going lower. In the meantime collect the handsome divi and wait for sentiment to change - which it surely will do if we get lower interest rates.
