Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
More thoughts on a great civilization at its peak. “We are amazed, but not amused” — Stevie Wonder The 20th century had a bunch of rising powers that all reached their peaks in terms not just of relative military might and economic strength, but of technological and cultural innovation. These...
In economics and investment 101 classes, students are taught theories underpinned by a sacrosanct assumption that investors are rational. On first hearing, this appears logical...
Cambridge is a renowned global centre of innovation and recent Government announcements underscore how vital the city is to UK PLC. Just this week, levelling up secretary Michael...
“What’s wrong with that?” Buzzword of the year so far! The best is getting better, and the worst is getting worse. It applies to the assets and, to a lesser extent, the quoted...
The Russia-Ukraine grain deal that has been critical to keeping global food prices stable and preventing famine is currently in tatters. On July 17, 2023,...
The President of the Royal Institution of Chartered Surveyors has written to Dame Janet Pareskeva, OBE, the Head of the Institution’s Standards and Regulation Board and in effect...
Recently, Armada ETF Advisors attended the NYU Schack REIT Symposium where multiple REIT CEOs and industry participants spoke on a variety of panels and topics such as interest...
HSBC is moving its UK headquarters from Canary Wharf back into the City of London as it adjusts to the impact of hybrid work on its office space needs. This could...
Confidence in China’s post-COVID recovery has started to waver over the past week after the world’s second-largest economy reported disappointing figures for two of the major...
So the Ukrainian counteroffensive is well and truly underway, even if progress is measured in metres rather than the rapid advances that characterised Ukraine’s highly successful...