There are a lot of very experienced investors in here and I thought it would be good to have a place where us less experienced investors could come along and ask how we might get exposure to certain markets, stocks, private companies, sectors etc. Let me start:
My thesis is that HS2 may be canned and, at the very least, there will be a lot of big infrastructure projects over the next 5 years. As a result I’d like to get exposure to the companies that do this sort of work. i.e. building railways, roads, bridges. What is the best way to get this exposure?