construction

Reintroduced British American Tobacco and Imperial Brands to portfolios

Managers spooked over prospect of Corbyn premiership

The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.

Over the past quarter, infrastructure globally has endured some highs and lows, with the US, in particular, surging ahead and buoyed by strong economic growth while Europe has faced a series of challenges.

We meet management teams from companies across Europe and they continue to report a positive trading environment.

Sterling fell 0.7% to $1.38

Trusts taking hit to NAV

Research from Canaccord Genuity Wealth Management

Accounts for 24% of our energy needs

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