RE: Disappointing October's GDP figures...10 Dec 2021 15:27
I saw the figures this morning and looked at what shares I had in the sector - Costain (construction) and Sig (building materials). Although the stats don't give the reasoning, there's lots of chatter in the industry about supply & labour shortages holding back projects and output - surprised such chatter hasn't reached you. Omicrom, if it proves problematic, will add further to these disruptions, obvs. Perhaps 'brace' was a bit tongue-in-cheek, suggestive as it was of a major crash, but Sig's share price is down 4.5% in sympathy.