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Woodford Views

@woodford

Economic analysis & investment insights by Neil Woodford. Challenging consensus and revealing the true dynamics of the markets.

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linkhttps://www.woodfordviews.com calendar_today12-03-2014 09:03:56

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Watch Neil's mid-year market update. See what he got right–and wrong–and what he thinks will happen in the second half of the year: buff.ly/FB1qHqV

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In his mid-year 2025 interview, Neil Woodford shares why the headlines don’t tell the full story — and where he’s seeing real investment potential right now. Watch the full interview: buff.ly/BPXrNby

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Is Britain really broken? Or are we just being told it is? Here’s why I think the UK’s future isn’t nearly as bleak as the headlines suggest. buff.ly/NLzbLMW

Is Britain really broken?
Or are we just being told it is?
Here’s why I think the UK’s future isn’t nearly as bleak as the headlines suggest.

buff.ly/NLzbLMW
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You won’t hear it from the IMF or the OBR, but Britain still has world-class businesses and real potential. Here’s why I’m not buying into the doom narrative—and how that conviction shapes my All Rounder strategy on W4.0. buff.ly/NLzbLMW

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UK housebuilders are unloved. That’s why I still like them. Strong fundamentals, long-term demand, and a market pricing in too much pessimism. Read more: buff.ly/6QmNazf

UK housebuilders are unloved. That’s why I still like them. Strong fundamentals, long-term demand, and a market pricing in too much pessimism. Read more: buff.ly/6QmNazf
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UK energy prices are among the highest in the world. The reasons we’re told? Gas. War. Imports. The real reason? Policy decisions no one wants to admit. Neil Woodford explains: buff.ly/vlZ3U0T

UK energy prices are among the highest in the world. The reasons we’re told? Gas. War. Imports. The real reason? Policy decisions no one wants to admit.

Neil Woodford explains: buff.ly/vlZ3U0T
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The UK is betting on being an AI superpower. Nvidia’s CEO says it has the talent — but not the infrastructure. That’s the part no one wants to admit. Read my latest take: buff.ly/4XUtOLI

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In April's UK labour market data, employment rose. But unemployment also rose. Confused? Let me explain. Underneath the noise, the data tells a clear story that points to falling inflation, rising productivity, and a healthier path for the UK economy. Get the full story:

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After a brutal downcycle, the semiconductor industry is starting to look investable again. Inventory is clearing, demand is surging (hello AI). Here's why I think we’ve passed the cyclical low, and which companies I’ve backed in W4.0 strategies. buff.ly/WNo9abF

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UK electricity prices are among the highest in the world — and it’s not down to gas. The real reason? Political choices. A new industrial strategy offers some relief, but the underlying problem remains. Read Neil’s latest: buff.ly/8Kfddk8

UK electricity prices are among the highest in the world — and it’s not down to gas. The real reason? Political choices. A new industrial strategy offers some relief, but the underlying problem remains.

Read Neil’s latest: buff.ly/8Kfddk8