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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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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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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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Substack and the Future of Equity Research
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7
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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13
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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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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Victoria Lonsdale
12
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The UK Investor
Should You Invest in Houses or Shares?
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8
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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Stocks for the Long Run: UK Edition
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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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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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Building a UK Equity Portfolio: Part 2
Thoughts on investment universe, style, process and portfolio construction
Nov 15, 2024
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Victoria Lonsdale
8
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The UK Investor
Building a UK Equity Portfolio: Part 2
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2
Building a UK Equity Portfolio: Part 1
Why bother picking stocks?
Nov 8, 2024
•
Victoria Lonsdale
7
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Building a UK Equity Portfolio: Part 1
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A Look Inside the FTSE 250
The UK's domestically focused index is stuffed full of global investment trusts
Oct 20, 2024
•
Victoria Lonsdale
3
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A Look Inside the FTSE 250
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