Looking across the UK landscape today, where is the keen money going? What are you doing? There was

a really interesting report that came out earlier this week.

The Public-Private Partnership Commission published their first report.

Sir John Armit, who chaired the London 2012 Games and the National Infrastructure Commission, authored that report.

And they identified a shortfall of around £260 billion over the next decade of infrastructure investment.

the difference between what's planned and what's ultimately needed to deliver what society needs.

And I guess that's maintaining our existing infrastructure, but also infrastructure, I think, has a key role to respond to some of society's biggest challenges.

I think it's difficult, certainly for a retail investor, to know really what's going on behind the curtains.