How do you know when you’ve gone far enough? That must be the question starting to dawn on the minds of central bankers in their current rate hike cycle. But having drifted so...
About Gavriel Merkado
The Fund Manager
London: boom or glut?
Below is a graph showing the total number of residential units by estimated completion date and stage of development across London. It is, of course, a ‘best guess’, particularly...
Investor's Notebook
The UK resi market
Cardiff is bucking the trend. There are a lot of ‘strange’ movements going on in UK residential property right now and submarket trends are very much back on the agenda. ...
The Economist
Making sense of negative interest rates
This article was originally published in autumn 2019. Of course they’re inherently illogical, but let’s unpack what they mean in practice for the wider investment market. How...
The Analyst
Life on the level
If the property boom-bust cycle has permanently come to an end, what will that mean for investors? I have previously written about the impact of low interest rates and...
The Economist
Big data and the future of property
How technological advances will reshape the real estate sector Without new data systems to monitor and respond to market forces, property companies will fall behind the curve as...