UK real estate stocks are trading at historically low multiples. Will they ever shake off the current doom and gloom?
UK real estate stocks – so ‘dead’ it’s time to invest?
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Weekly dispatches
Month: August 2025
Texas – a “country” to invest in?
Texas is becoming a serious competitor to New York and California – here is why investors should take notice.
Future PLC – publisher as AI winner or AI loser?
Future PLC owns publications with hundreds of millions of readers. Will AI make its stock tank further, or spark its renaissance?
Allocating to Europe (part 3): Britain
Britain offers many unloved, undervalued stocks. Opportunities come from takeover candidates, changing politics, and special situations.
Allocating to Europe (part 2): The Mediterranean region
Europe’s South is popular with tourists, but it also offers surprising opportunities for public market investors.
Allocating to Europe (part 1): Germany
Despite all of its obvious problems, Germany has been producing some outlier investment gains – and there is more to come!
