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  • For green / energy investments...
    Landfills could be good over the next ten years - there's some interesting action going on in plastics recycling that, combined with ever-rising oil prices, are going to make landfills look more like plastic mines.
    Anything involving insulation is good too. Big changes are going to come in building regs. External insulation products for houses are going to be very big, as is triple glazing.
    There will be big money in oil supply but not in oil-consuming goods, so no car companies or heavily energy-intensive products.
    Tidal generation is the big one coming for the UK renewables market. We've got almost the biggest, fastest tides in the world, pushing through endless straits and suchlike, and almost no tidal power generation. Onshore wind - not so much, given the land use issues.

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