The Analyst

Wonks have been warning about the housing crisis for decades – so why has nothing been done?

by Kristian Niemietz | Nov 6, 2023

Last month, the Director of the Centre for Policy Studies, Robert Colvile, tweeted about a CPS publication from 1990 which was far ahead of its time: NIMBYism – The Disease...

The Analyst

When everyone says “sell China,” it’s time to be looking at the opportunities!

by Bill Blain | Nov 6, 2023

"The nature of Monkey was... irrepressible!" The Chinese Economy looks awful. I challenge readers to find anything positive written about it in recent weeks. A few years ago – in...

The Analyst

The investment banking ice age
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by Matein Khalid | Nov 1, 2023

The chickens have finally come home to roost at Goldman Sachs after CEO David Solomon’s succession of strategic blunders triggered a 33% slump in Q3 earnings.

The Analyst

Argentina’s Canary in the Coalmine

by Nikolai G. Wenzel and Valentina Yayi Morales | Oct 30, 2023

A recent issue of The Economist contained a deep irony. The newspaper’s “Finance & Economics” section featured an article on the US economy. After expressing happy surprise...

The Analyst

M&S Oxford Street: A bullet dodged?

by Duncan Lamb | Oct 30, 2023

When it comes to the planned redevelopment of its flagship store on London’s Oxford Street, Marks & Spencer is not taking Michael Gove’s intervention lying down. Many years...

The Analyst

‘You’ve got bricks, I’d love a brick!’ – why house building is an existential issue for the Conservative Party

by Reem Ibrahim | Oct 23, 2023

My generation is set to be the first in 100 years to be poorer than our parents, yet we have a political system that funnels money into the hands of the old. The most obvious,...

The Analyst

Listed real estate companies not yet ready for the CSRD

by Albert-Jan Knol and Adrianca Mens | Oct 16, 2023

More and more real estate funds are reporting on environmental, social and governance (ESG) factors in their annual reports, because investors consider the non-financial...

The Analyst

Bank CEOs set the tone from the top when it comes to risky behaviour — new research

by Alper Kara, Artur Semeyutin and Said Kaawach | Oct 16, 2023

Metro Bank positioned itself as “a fresh start to banking” when it launched in the wake of the 2008 global financial crisis. It was set up in 2010 as a challenger to the “big...

The Analyst

Four reasons to spend at least three days a week in the office

by Ghassan Karian | Oct 9, 2023

When Covid struck, businesses and employees pivoted to home working in a matter of days. Most of us assumed it would be a temporary arrangement. But, three years on, employers...

The Analyst

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The Analyst

When everyone says “sell China,” it’s time to be looking at the opportunities!

The Analyst

The investment banking ice age
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