Serious investment thinking that doesn’t take itself too seriously.
The top five films coming your way, according to this writer. The bricks and mortar cinema experience may be in terminal decline, particularly in the USA. Only a handful of...
We are now a year on from the first central banks shifting into tightening mode and raising policy rates to bring inflation back under control. This central bank tightening trend...
Implications for real assets demand. The repercussions of Covid-19 will continue to be felt long after the final phases of the pandemic are over. Assumptions that are underpinned...
Real assets are not what they were. Just as those of us in the West were starting to get our lives back after the pandemic, Russia invaded Ukraine, provoking a dramatic and...
Those of you who have followed my LinkedIn posts or been on Zoom calls with me during the pandemic will know that I am an avid book reader. My Napoleonic War military drum...
Here at CBRE Global Investors we are knee-deep in our semi-annual ‘global house views’ process, where we update all our real assets forecasts, risk-adjusted returns, model...