The Fund Manager

ESG: Made in China?

by Mark Tinker | Oct 21, 2024

As investors start looking forward to a new US President next year, they are trying to assess likely policies. Trump and his MAGA campaign have been reasonably explicit, while...

The Fund Manager

Mr Pennycook’s challenges mount up
Premium

by Undercover Investor | Sep 30, 2024

Spare a thought for poor Mr Pennycook, Labour’s new housing minister. Before we do that, however, we should congratulate him on being the longest serving housing minister in the...

The Fund Manager

Time to go back to work….and I am bearish
Premium

by Undercover Investor | Sep 16, 2024

I have to say, my optimism in the future of Uk commercial offices has become rather soggy to say the least. The news that Brookfield has placed its trophy asset at...

The Fund Manager

China’s property boom

by Mark Tinker | Aug 15, 2024

To be clear, and to contradict the popular narrative in the West, China does not have a property crisis.Rather, it has deliberately engineered a collapse of the property...

The Fund Manager

The most important mathematical rule in the UK today
Premium

by Undercover Investor | Jul 22, 2024

My father always encouraged me not to join a political party, nor to reveal my voting preferences for fear of being unable to engage across the political spectrum.

The Fund Manager

A Letter From Paris: The Rivoli experiment

by Andy Watson | May 20, 2024

The centre of Paris, like many cities in old Europe, was not designed for the motor car. Napoléon Bonaparte conceived the arcaded Rivoli walkway in 1802, naming it after his...

The Fund Manager

All that glitters is (currently) Gold
Premium

by Julian Wheeler | Apr 17, 2024

All that glitters is (curerntly) gold – I cover the current attraction around Gold and question whether it has the potential to climb further.

The Fund Manager

Carillion call

by Undercover Investor | Feb 26, 2024

Thank goodness sense has prevailed and the Government has withdrawn its ridiculous attempt to take the non-executives overseeing Carillion to court for alleged failures....

The Fund Manager

Marriage Value Abolition: Why it should not happen

by Undercover Investor | Feb 19, 2024

I read with interest the recent article suggesting that paying “marriage value” to freeholders was unfair to leaseholders when enfranchising their flats. It is a ridiculous and...