Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
The past few years has seen the proliferation of tools that seek to automate aspects of real estate development. From deal sourcing to underwriting to cost estimation and procurement, there’s now an AI-enabled app out there for almost every step of the development journey. To date there has been...
The year 2023 will be remembered as turbulent for cryptocurrencies, with numerous important developments that ultimately helped to “clean up” the space to potentially make it...
Networks are defined as "formal exchanges, either in the form of asset pooling or resource provision, between two or more parties that entail on-going interaction in order to...
Mirror, mirror on the wall, who is the juiciest Big Tech short of them all?
Ever since copper was added to the list of commodities with a rosy future thanks to the Electric Vehicle (EV) mania, price expectations on this metal have been off the charts.
The tools we use to analyse data play a pivotal role in shaping investment decisions. Is it possible that cognitive bias can creep in when we favour sensitivity tables over...
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...