Serious investment thinking that doesn’t take itself too seriously.
‘Wilful blindness’ describes the phenomenon of human beings not seeing what they don’t want to see. Not looking too hard might be another way of putting it. You and I can think...
The latest IPD Monthly Index shows UK commercial property capital values declined by 14.2% in the calendar year 2022. Income was something of a saviour of total return though....
Time to buy some discounts to NAV, Blackstone cede 11% and UK planning paralysis What on earth is happening to our planning system? Is it absent without leave? I know it’s...