Serious investment thinking that doesn’t take itself too seriously.
Originally published May 2023. Do not write off the office You may be forgiven for thinking that some people have forgotten how to wear trousers. Headline after headline for the...
Originally published October 2019. Today is my little boy’s sixth birthday. And as I sit here waiting for him to get home from school, ready for the joy and the chaos of his...
Property and inflation. My friend, colleague and fellow co-head of research, Kevin White, has spent the past few months quoting Mark Twain and telling me that, “History doesn’t...
Originally published June 2022. How the metaverse may impact on the real world. Sweat streaming down my face, I landed a punch straight into his midriff. The force of the blow...
How long can it last? Visiting logistics facilities is a big part of my working life. Not my favourite part – memories of teenage nights spent toiling away in a Shropshire butter...
Originally published May 2021. Globally cities have taken a hit, but that’s a blip – and the UK capital in particular is set to thrive. London is in crisis. Over the past year...