The UK’s broken infrastructure will cost trillions to repair. Water needs £150-200 bln – roughly what Water Companies have paid (PV) in dividends since 1990. Thatcher sold water for £1 bln. Today we face a £200 bln repair bill. Discuss.
Global Supply Chains could be stressed by the boat jammed in the Suez Canal. The lessons from the Pandemic offer an opportunity to rethink Global Infrastructure Spending – and mop up much of the money glut currently funding financial asset inflation!
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