Investment Perspectives from RSMR

Infrastructure - the UK's untapped goldmine for investors?

RSMR

The Bank of England’s Monetary Policy Committee voted unanimously in February to cut the Base Rate by 0.25% to 4.5%, with two members advocating for a larger 0.5% cut. Despite inflation remaining a threat, this shift to a more dovish stance highlights the concerns they have over the health of the UK economy. With all this doom and gloom, why would anyone invest in UK plc? There may be just one word for it – infrastructure! 

  • What's the infrastructure output forecast and what does this mean for investors?
  • Will the government stick to its plans when it comes to cleaner energy in the UK?
  • Where do we stand when it comes to the AI revolution?
  • Will the national grid infrastructure be able to cope with demand?
  • How are markets reacting?