Serious investment thinking that doesn’t take itself too seriously.
By ignoring the wisdom of those with more experience, we end up repeatedly revisiting the same issues. “History repeats itself over and over again, but most of us have short...
It’s time to drop the material uncertainty clause for most property valuations – the market has largely adapted to covid now. In late October 2020, I was presenting a paper at an...
I yield to no one in my admiration for the office as a social centre, but it's no place actually to get any work done. – Katharine Whitehorn, View from a Column (1981) The king...
Market transparency determines the relative usefulness of different types of data. The application, veracity and appropriateness of comparable data are not universal. Property...
Bemoaning the decline of the UK high street is pointless – it’s basic economics that land use changes according to need, and that means flats and cafés in place of shops For the...
My world: June 2021… This is part of a series of articles where our contributors describe how they think things will look a year from now. Nicholas and the Adventure with the...