Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
An old doctrine of municipal control, embedded in a 100-year-old court case out of Ohio (Euclid v Ambler Realty) established separation of uses. That was perfectly fine in an era which needed a municipal tool to, say, separate hazardous and noxious manufacturing fumes from residential housing or...
On 12 September 2023, the European Commission adopted a key package of initiatives to reduce tax compliance costs for large, cross-border businesses in the European Union. For...
During the 2023 financial year (FY23), the Australian economy grappled with subdued market conditions, exacerbated by the most significant surge in the Reserve Bank of...
The term sustainability is now widely used. At a recent trade exhibition I attended, virtually every stand was seeking to demonstrate how its products or practices were...
Young people are reportedly being priced out of rural communities by soaring housing costs. Official statistics for England show that affordability in rural parts of...
Cryptocurrencies are surging again. Bitcoin has just hit an all-time high of more than US$72,000 (£56,300), pushing past the level of circa US$69,000 where it turned back during...
Marks & Spencer has won its appeal against Michael Gove’s decision to reject the retailer’s plans to demolish and rebuild its Marble Arch store. But are offices on Oxford...
The West End of London is an ownership jigsaw dominated by a handful of “great estates” which together own hundreds of acres at the heart of the capital. It seems hard to imagine...
China’s National Peoples’ Congress (NPC) meeting kicked off today with Premier Li’s announcing its first Government Work Report. It’s definitely an interesting day for all China...
Property tax remains one of the largest state and local tax obligations. Nearly all local taxing jurisdictions, including municipalities, counties, and boards of education,...