In the following Expert Insights from Livewire, Shaw explains the scale of the opportunity and highlights a thematic her team is most excited about. She also reveals two European stocks – a utility and a communications tower company – that have captured their attention.
A multi-trillion-dollar opportunity: 1 theme and 2 stocks on 4D's radar
There's a huge multiplier effect of infrastructure investment, which flows into employment and economic recovery. Governments recognise that. So it enhances that that need to spend.
