AIM:DUKEDiversified Financial
Thames Water Fallout Puts Drax Stock And Credit Plays In Focus
With Thames Water edging toward temporary nationalisation and £14b of debt under intense scrutiny, many investors are rethinking how they approach infrastructure, utilities and credit risk. Policy shifts and potential rescue packages can change how balance sheets are viewed, how funding is priced and how future government support is judged. This article looks at how that backdrop might affect infrastructure debt and credit opportunities, and highlights 3 stocks from our Infrastructure Debt...