Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
Trump, AVs, data centres, alternative sectors, distress, and more. As we look ahead to 2025, I’ll give the same caveat I gave last year: nobody can predict the future. If I knew were interest rates were headed, I’d be trading bonds, not writing a Substack newsletter. That said,...
Nareit analysis of data from Preqin, a financial research firm that tracks investments in alternative assets, indicates that the use of REITs by pension plans has been...
Two years after its full-scale invasion of Ukraine, Russia is still facing an unprecedented number of economic sanctions. It has been excluded from major global...
The world is in turmoil. The war in Ukraine grinds on, with persistent calls for the United States to continue supplying Ukraine’s war effort. China may be poised to invade...
This article has been written by Linz Darlington, managing director of Homehold which offer an end-to-end lease extension service with integrated lease extension solicitors....
The world has changed since we released our last New Zealand construction sector report in August 2021. Inflation and interest rates continuing to rise, and the Reserve Bank is...
1) Industrial vacancy to peak just above 7% Even after white-hot growth industrial rents are expected to stay steady with vacancies peaking within the year. 2) Consumer spending...
Having the proper framework is critical to benefit from the current repricing. Single-family offices are a heterogeneous group of investors and differ in various categories; in...
The last few years haven't been kind to the UK stock market and the FTSE 250, much like the FTSE 100, has fallen out of favour with all but the hardiest and most dedicated (or...
The recent return of violence to Lebanon derails hope that the worst of the crises that have plagued the country over the past four years have been left behind. After a spiral...