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

15

1

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

1

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

1

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

1

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

1

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

2

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

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

3

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

2

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

4

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

2

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

2