Serious investment thinking that doesn’t take itself too seriously.
I’ve taken part in industry events recently discussing target rates, discount rates, hurdle rates and their relationship to yields—partly in the context of the RICS recommendations on use of DCF in valuations following the Pereira-Gray report.
Back in July, I was invited to give a keynote speech at an international conference we hosted in Cambridge. In it, I took the opportunity to look back at Cambridge economics a...
One of the hardest tasks in education now is to encourage students to develop critical thinking skills when information sources have fragmented, and debate and argument seem to...
The following piece was created by the AI model “BabbleCPD,” prompted to create an article written by a grumpy old professor, out-of-touch with technology and society. Its chosen...
I was asked to take part in a judging panel recently: one of the categories was for deal of the year and one contender was a large modern logistic enabling facility (or shed as...
Property as safe haven in downturn. As I reach the officially designated twilight years of my career, the recent burst of inflation in the UK and the upward shift in bond yields...