NPM Interconnections (EUR) - Episode 124: Ross Driver | Foresight Group
Description
Foresight Group Managing Director Ross Driver joins the podcast this week to assess the current fundraising and investment landscape for listed renewable energy funds, such as Foresight Solar Fund for which he oversees the mandate.
These listed investment trusts, or yieldcos as they are often known, are almost universally trading at discounts to NAV at present due to a macroeconomic environment that is now host to elevated central bank base rates which have led to a reallocation away from real assets and towards safe havens like gilts.
In the episode, Driver gives us his view on recent conditions as well as a way forward for his fund, with questions lingering over whether there will be a return to so-called normality any time soon.
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