The Fund Manager

Making money in real estate stocks in 2025

by Matein Khalid | Dec 10, 2024

I wrote a column on Vornado (VNO) as a buy at 18 in Sep'22 as it was slammed by the pandemic, its debt load and the Fed's draconian rate hikes. So VNO's price ascribed a $450 a...

The Fund Manager

Buy Gold: Deficits, delusions and dangers on the road ahead

by Michael Shaoul | Nov 18, 2024

Writing in the aftermath of one of the most contested election in modern US history most of the attention has been spent trying to predict the effects of Donald Trump’s...

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
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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
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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
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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...