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US Markets Learn a Lesson in Uncertainty
Parallels to post-Brexit Britain and how valuations look today
Mar 12
•
Victoria Lonsdale
8
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The UK Investor
US Markets Learn a Lesson in Uncertainty
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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
•
Victoria Lonsdale
8
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The UK Investor
What I’ve Learned From My FTSE 250 Tour
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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
•
Victoria Lonsdale
11
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The UK Investor
Substack and the Future of Equity Research
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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
•
Victoria Lonsdale
4
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The UK Investor
Trump's Steel Tariffs: Should the UK Care?
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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
•
Victoria Lonsdale
17
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The UK Investor
The Americans Are Coming: A Deep Dive on UK Investment Trusts
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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
•
Victoria Lonsdale
12
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The UK Investor
The US is Priced for Perfection with Trump in Charge
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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
•
Victoria Lonsdale
13
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The UK Investor
Deficit Fuelled Growth and America’s Great Privilege
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4
Should You Invest in Houses or Shares?
Lessons from long term returns on equities and residential property in the UK
Jan 19
•
Victoria Lonsdale
12
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The UK Investor
Should You Invest in Houses or Shares?
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8
How's that UK Bull Case Looking?
Rising gilt yields, a weaker pound, and the outlook for the UK economy
Jan 11
•
Victoria Lonsdale
23
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The UK Investor
How's that UK Bull Case Looking?
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11
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
•
Victoria Lonsdale
12
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The UK Investor
Stocks for the Long Run: UK Edition
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1
The Worst British Rebrands
The UK is an advertising superpower but sometimes we still get it wrong
Dec 4, 2024
•
Victoria Lonsdale
7
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The Worst British Rebrands
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November 2024
A to Z of the FTSE 250
An ongoing guide to all the companies in the UK mid-cap index
Nov 30, 2024
•
Victoria Lonsdale
31
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A to Z of the FTSE 250
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