The Fund Manager
Slowly melting ice cubes: How to survive the commoditisation of the asset management industry
“Phil, I’m a melting ice cube.” I was having lunch with a friend who holds a senior position at a large, dull asset manager. “Nothing works anymore. Nothing. Not on the portfolio side and not on the...
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The Analyst
2025: Reasons to be cheerful …or at least cautiously optimistic
"So, what’s the state of the market?” The big question. The questioner doesn’t really normally want to hear “well, it depends on which area/sector/property type”. So, we have our...
Green Chronicle
The CRE diary of a Gen-Z
Dear diary, I won’t claim to be the spokesperson for my fellow Gen-Zers, but I know many of us often feel like we’re winging it. Not just occasionally, but most of the time....
The Analyst
One big thing the legacy media gets wrong: Analysis is not “opinion”
Every year, I write one navel-gazing post about what I do for a living. Past instalments include “Noah Smith’s writing advice”, “How to write a successful Substack”, “How to be...
The Analyst
Greenland: here we come
Today’s letter will explore Greenland’s potential as a real estate market by profiling a new real estate investment firm, Terra Boreale Ventures, which seeks to capitalise on these opportunities by sponsoring real estate projects at the fringes of American adventurism.
The Fund Manager
Did Saudi Arabia just signal a 2015 scale oil price crash?
It took Tariff Man and the high priests of MAGA exactly two months to achieve his macroeconomic trinity: A collapse in the price of money, the price of crude oil and the US...
Head Of Research
Tariffs done, but what ripple effects follow next?
In times of financial stress, the market tends to take on a momentum all of its own. We may be in for further shocks, instabilities and dreadful No-See-Ums as investors try to discern what comes next following Trump’s tariffs. Interesting times to come…
FEATURED CONTRIBUTORS
TOPICS
INVESTOR'S NOTEBOOK
Smart people from around the world share their thoughts
THE MACRO VIEW
Recent financial news and how it connects across all asset classes
TECHNOLOGY
Fintech, proptech and what it all means
PODCASTS
Engaging conversations with strategic thinkers
THE ARCHITECT
Some of the profession’s best minds
RESIDENTIAL INVESTOR
Making money from residential property investment
THE PROFESSOR
Analysis and opinion from the academic sphere
FACE TO FACE
In-depth interviews with leading figures in the real estate/investment world.