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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
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The UK Investor
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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
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The UK Investor
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March 2025
US Markets Learn a Lesson in Uncertainty
Parallels to post-Brexit Britain and how valuations look today
Mar 12
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The UK Investor
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What I’ve Learned From My FTSE 250 Tour
Ratings from A to D, performance to date, and my five big takeaways
Mar 5
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The UK Investor
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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
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The UK Investor
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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
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The UK Investor
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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
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The UK Investor
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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
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The UK Investor
12
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Deficit Fuelled Growth and America’s Great Privilege
Government spending is part of the story of why US growth has outpaced Europe
Jan 24
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The UK Investor
13
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Should You Invest in Houses or Shares?
Lessons from long term returns on equities and residential property in the UK
Jan 19
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The UK Investor
12
9
How's that UK Bull Case Looking?
Rising gilt yields, a weaker pound, and the outlook for the UK economy
Jan 11
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The UK Investor
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December 2024
Stocks for the Long Run: UK Edition
How have UK stocks performed over the last 200 years and how does this compare to the US?
Dec 15, 2024
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The UK Investor
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