Serious investment thinking that doesn’t take itself too seriously.
Originally published May 2023. H2 2023 At the time of writing (March 20th 2023) the news is dominated by the recent collapse or rescue of a number of banks. It remains to be seen...
Data from London Underground stations points to a V-shaped recovery for commuting and reveals which days we prefer to work from home. A huge debate in property since...
The pandemic will have a long tail, resulting in a rollercoaster property cycle in the coming years. June 21st – hooray! We have a date for a return to normal (sort of). The...
As the pandemic is slowly brought under control, a changed world will emerge that offers new investment opportunities. Few people will be sorry to see the end of 2020, and many...
As the outline of a new property landscape appears through the settling dust, investment professionals can start to do their jobs again. When the UK moved into lockdown, inaction...
Another speech from Downing Street will not turn around the economy – a vaccine will. In mid-July, Prime Minister Boris Johnson gave a speech suggesting that employers...