With creaking infrastructure, is the US stuck in the past - or going back to the future?

David Coombs' Letter from America

clock • 3 min read

I feel like Doc Brown, staggering out of an obsolete contraption that took me Back to the Future and, well, back home again.

For years, I have believed the US is the true growth engine of the world and the place that sports many of the very best companies.  But it has been a few years since I crossed the Pond, so I thought it was time I took a first-hand look at arguably one of our most important investment markets.  Optimistic view My six-day trip was a white-knuckle ride filled from top to bottom with meetings. Unfortunately, I was zig-zagging across the Atlantic and the US in clapped-out Boeings, rather than a retro-fitted DeLorean. I was joined by David Harrison, manager of the yet-to-be launched R...

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