Strong returns from unloved stocks

Why do two ostensibly similar real estate investment trusts (Reits) trade at such different valuations? AEW UK Reit (LSE: AEWU), with net assets of £174m, invests in “UK commercial property assets in

In 2026, the FTSE 100 index is likely to pass 10,000 for the first time thanks to the onward march of corporate earnings around the globe. UK investors have been remarkably reluctant to invest despite

The real-estate investment trust (Reit) segment of the UK equity market has been on life support for much of the past five years and it’s easy to understand why investors have decided to give the sect

Private equity has grown rapidly in recent years. By 2024, there were more than $6trn in private equity assets, up from $2trn a decade ago, according to data firm Preqin. Venture capital added about $

Who’s tipping what

Managers of open-ended funds must carefully consider the liquidity of their holdings, because they may need to sell assets to meet redemptions. Since small and mid-sized companies are less liquid than