Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
Many, too many, have stood where I stand. Many more will stand here too. The markets have been casting a wary eye on rising CRE losses – figuring these may trigger a renewed bout of banking weakness, but the reality is the market has to cope with normalised interest rates and changed demand...
To read The UK Economy – A picture of change, part one, visit https://www.propertychronicle.com/the-uk-economy-a-picture-of-change-part-one/. Before the present crisis, the UK...
The pandemic will have a long tail, resulting in a rollercoaster property cycle in the coming years. June 21st – hooray! We have a date for a return to normal (sort of). The...
The first in a three-part series examines how the country has been transformed (for the better) in the past few decades. The UK economy looks fundamentally different now from its...
Limitations to our flight movements due to the pandemic remain frustrating, but unrestricted personal air travel will have to resume. When it does, the eurozone’s tourist-hungry...
This article was originally published in February 2021. Standing at close to £759bn, the ‘stock’ of UK state debt acquired by the Bank of England on behalf of the state is not...
This article was originally published in November 2020. November 7th marked the 103rd anniversary of the Bolshevik Revolution, where communist revolutionaries overthrew the...
As the pandemic is slowly brought under control, a changed world will emerge that offers new investment opportunities. Few people will be sorry to see the end of 2020, and many...
This article was originally published in December 2020. The benefits from adding real estate investments to a multi-asset portfolio have been well researched. Real estate has low...
Only in the make-believe world of analytical models can negative nominal interest rates be argued to do any real good. Last October, Andrew Bailey, governor of the Bank of...