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Infrastructure investment companies and renewable energy funds have faced a testing backdrop, with sentiment cooling and discounts widening across parts of the sector. In this episode of Hardman Talks, Nigel Hawkins joins Larissa Adams to explore what has driven the shift and why the gap between share prices and NAV has become such a central issue for investors. As markets evolve and expectations adjust, the key question is whether conditions are in place for a recovery — or whether further challenges lie ahead. Nigel shares his perspective on how the sector is positioned and what investors should be watching from here. Read Nigel Hawkins' research '2026 ‒ Will the IIC/REIF NAV worm turn?' on our website: https://hardmanandco.com/research/corporate-research/ Important notice: This content has been prepared purely for information purposes, and should not be construed as an offer, or the solicitation of an offer, to buy or sell any security, product, service or investment. The companies or legal entities covered in this content may or may not pay us a fixed fee for this content to be made available. Investments in small and mid-cap corporations and foreign entities are speculative and involve a high degree of risk. An investor could lose all or a substantial amount of his or her investment, and the securities or legal entities mentioned in this content may not be suitable or appropriate for all investors. Each investor’s particular needs, investment objectives and financial situation were not taken into account in the preparation of this content. Each investor must make his or her own independent decisions and obtain their own independent advice regarding any information, projects, securities, tax treatment or financial instruments mentioned herein. The fact that Hardman & Co has made available through this content various information constitutes neither a recommendation to enter into a particular transaction nor a representation that any financial instrument is suitable or appropriate for you. Each investor should consider whether an investment strategy of the purchase or sale of any product or security is appropriate for them in the light of their investment needs, objectives and financial circumstances. For more information, please read our full disclaimers: www.hardmanandco.com/research-disclosures www.hardmanandco.com/disclaimer
