Originally published October 2021. The returns are still valid. Looking at the global investment landscape today, there is a gaping hole where dependable fixed interest assets...
About Peter Warburton
Golden Oldie
No such thing as virtual real estate
We live in a world of virtual reality: virtual conversations, virtual relationships, virtual work, and virtual leisure. Artificial intelligence is on a mission to replace us all...
The Professor
Will housing offer a good hedge against inflation?
If certain criteria are met, this writer thinks so. For those who are persuaded that we are still in the early stages of an inflationary resurgence, rather than the mature phase...
The Professor
Time to stop investing for the duration
Those gazing into the future should be wary of inflationary storm clouds. There is cash in the bank, cash flows that are almost within touching distance and there are cash flows...
The Economist
The mythical beast of bitcoin
Cryptocurrency is something of a fairy tale, but the real story is one of central banks seeking financial repression by any means possible. Arguably, the best background reading...
Audio
Beware of negative thinking
Only in the make-believe world of analytical models can negative nominal interest rates be argued to do any real good. Last October, Andrew Bailey, governor of the Bank of...