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

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About Chris Urwin and Jeffrey NG

Head Of Research

Embracing Uncertainty: Rethinking the past to make better predictions

Embracing Uncertainty: Rethinking the past to make better predictions

by Chris Urwin and Jeffrey NG | Jun 19, 2023

How we think about the past influences how we think about the future, including what lies ahead for real estate. With many medium and long-term trends at play, not the least the...

Head Of Research

Find upside in the downturn

Find upside in the downturn

by Chris Urwin and Jeffrey NG | Apr 26, 2023

Geoff Colvin wrote “The Upside of the Downturn” in the depths of the Global Financial Crisis. Few people were writing optimistic business books in 2009, so this one stands out....