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National Grid plc is recommended as a long-term Buy, driven by a £70bn capital investment plan targeting 10% annual regulated asset growth through FY2031. UK Electricity Transmission is NGG's strongest growth engine, with £31bn allocated and significant exposure to rising data centre and AI-related demand. Funding and regulatory approval are key risks; recent £7bn rights issue highlights the need for shareholder capital ahead of earnings growth realization.

Investors have spent the last few years chasing the shiniest object in the market. In other words, artificial intelligence (AI).

I was sitting at Mackenzies Bar & Kitchen on the canal in Bristol, UK, with a friend. Just before 7pm, she got a text from her boyfriend Steve: “the power is flickering here.