Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
Some readers may be familiar with Liu Cixin’s award-winning 2008 science fiction novel The Three-Body Problem or its 2024 Netflix adaptation. Either version provides a fitting backdrop for today’s article For the uninitiated, the Three-Body Problem is a classical mechanics puzzle that examines the...
One tired cliché is that those who do not learn from the past are doomed to repeat it. The implication is that we should remember every historical event and process and cumulate...
Life sciences real estate will definitively play a larger part in diversified portfolios according to George Fraser-Harding of Aviva Investors.
When gold fell below $ 1900 in late September, there were clamours in the market that metal’s bull run was finally over. After all, no asset can rise forever regardless of how compelling its narrative is.
Or are they setting us up for the next rally? The real estate market in Europe has been on a roller coaster ride over the past few decades. The financial crisis of 2008 had a...
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 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 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.
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...
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...