Serious investment thinking that doesn’t take itself too seriously.

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Reflections from afar…

Reflections from afar…

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...
Buy the discounts

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...