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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.

Top nine trends to focus on

Annual impact report

Sustainability in focus

To meet adviser demand

Based in Geneva

Former BMO managers to run fund

Rapid water consumption caused by population growth in emerging markets is creating opportunities to invest in water-based companies.

The water sector's rally has been led by defensives, but investors should now consider infrastructure and cyclical names, explains Spike Hughes from Cohesion Investments.

The steady eddie water utility stocks should have been casualties of the improving economy. But this sector has outperformed the All-Share so far this year. Rathbones' Alan Dobbie explores this 'intriguing' performance.