

Originally published March 2022. It’s been five years since Neil Turner stepped down from a senior real estate position in the City. He’s been spending time writing fiction, enjoying the Suffolk countryside and the occasional visit back to central London. One recent...
Reflections from afar…

Buy the discounts
Last year’s mantra was something for everyone, from duration income streams with inflation-linked dividend growth all the way down to deep recovery hopes in retail. The sector had a very good year, rising by a tad under 30% against the FTSE 100 up by 14%. The best...
Buy the discounts

A Drinking Man’s Guide to Monetary Policy
There is an old expression – to drive someone to drink – which means to annoy them to distraction. My favourite version of it is George Thorogood and the Destroyers’, “Son, you’re gonna drive me to drinkin’ if you don’t stop drivin’ that Hot Rod Lincoln” (which, now...
A Drinking Man’s Guide to Monetary Policy

No let-up in sight for fine wine’s stable growth
Originally published October 2021. Fine wine markets remain a source of stability in an uncertain world. The Liv-ex 1000, the broadest measure of the fine wine market, delivered a 2.41% quarterly return to start 2021, continuing its steady growth since last May. ...
No let-up in sight for fine wine’s stable growth

The market for post-War and contemporary art
Originally published November 2021. The art market has historically been subject to generational shifts. Old Master paintings dominated the market until the 1980s, at which point a diminishing supply of great works saw Impressionist and Modern art take over, fueled at...
The market for post-War and contemporary art