Investing Show: Infrastructure is the next opportunity for investors

The Bank of England’s rate cut was pointless but a shift in economic sentiment towards spending makes infrastructure an opportunity for investors, says Tom Becket, of Psigma Investment Management.

He joins the Investing Show to look at why markets have had a strong run recently, whether this can continue, and to explain how he is investing to tap into the best future prospects.

Psigma’s chief investment officer argues that the Bank of England’s rate cut and extension of quantitative easing last week will make little difference, but investors can profit from a marked shift in thinking towards using fiscal policy and increasing spending on infrastructure to boost the economy, both in the UK and around the world.

Also on this fortnight’s show, Richard Hunter, of Wilson King IM, reveals why there may be some good news for both the US and UK, and Nick Batsford, of TipTV, explains how technical analysis works for traders and investors, as they join Simon Lambert, of This is Money, in the studio.

Watch the show in two parts below.