When this week’s dividends roll in, there will be cash to re-invest.

Key Risks to Consider

  • High payout ratios for both trusts mean dividends are not fully covered by earnings.
  • NAV discounts can be attractive but also signal market concern.
  • Interest rates heavily influence renewable infrastructure valuations.
  • Power price volatility affects cash flows

So stability, or growth or as the sector is likely to consolidate, time to open a new position ?