With all this stimulus money being pumped in around the world there IS infrastructure spending all over the world. Sell if you meet your cost point.
Stock price when the opinion was issued
There are some real risks here because it is so concentrated in Brazil and China. Holds 30 large-cap companies. In 2007-2008, infrastructure was the big buzzword. It never really happened. He is staying clear of emerging-market infrastructure.
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Davis Rea
5i Research
CNBC
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Stockchase
With all this stimulus money being pumped in around the world there IS infrastructure spending all over the world. Sell if you meet your cost point.