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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.


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.

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