FTSE 250 A to Z: 🟢 Harworth 🔴 Hays 🟡 Helios Towers 🟡 HICL Infrastructure 🟢 Hill & Smith

Industrial regeneration, legacy infrastructure assets, and a global leader in crash barriers

Oct 22 • 

The UK Investor

12

FTSE 250 A to Z: 🟢 Grainger 🟢 Greencore 🟡 Greggs 🔴 Hammerson 🟢 Harbour Energy

Sandwiches and sausage rolls, residential and commercial real estate, and oil and gas exploration and production

Oct 10 • 

The UK Investor

10

7

September 2025

FTSE 250 A to Z: 🟢 Gamma 🟡 Genuit 🟢 Genus 🟢 Goodwin 🟡 Grafton

Pig semen (really), giant steel castings, a third of the UK's business phone calls, and lots of building supplies

Sep 26 • 

The UK Investor

11

FTSE 250 A to Z: 🟢 Elementis 🟡 Energean 🟡 FirstGroup 🔴 Frasers 🟢 Future

Anti-perspirant additives, the largest gas producer in Israel, buses and trains, the UK's most loved to hate entrepreneur, and Horse & Hound meets GO…

Sep 10 • 

The UK Investor

3

2

August 2025

There’s No Taking Back Control in the Trump Vortex

Sovereignty be damned, and why hard power is the only way to get it back

Aug 23 • 

The UK Investor

7

2

March 2025

US Markets Learn a Lesson in Uncertainty

Parallels to post-Brexit Britain and how valuations look today

Mar 12 • 

The UK Investor

8

What I’ve Learned From My FTSE 250 Tour

Ratings from A to D, performance to date, and my five big takeaways

Mar 5 • 

The UK Investor

8

1

February 2025

Substack and the Future of Equity Research

A conversation on the decline of sell-side analysts and a new age for investor relations

Feb 26 • 

The UK Investor

12

7

Trump's Steel Tariffs: Should the UK Care?

The global steel glut, impact on the UK and whether retaliation is the right move

Feb 20 • 

The UK Investor

4

4

The Americans Are Coming: A Deep Dive on UK Investment Trusts

Why I'm siding with the New York hedge fund on this one

Feb 2 • 

The UK Investor

17

13

January 2025

The US is Priced for Perfection with Trump in Charge

Valuations, Trump and the general level of hubris are all making me nervous

Jan 26 • 

The UK Investor

12

3

Deficit Fuelled Growth and America’s Great Privilege

Government spending is part of the story of why US growth has outpaced Europe

Jan 24 • 

The UK Investor

13

4