Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
The new year is a time for both reflection and anticipation. It seems to me it is one of the most important of years to do both thoroughly. 2023 is described by many of my friends and business associates as one of the hardest of their lives. Even supposedly after COVID (although of course we are...
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 853.35 to 816.11 (-4.37%) compared to the last monthly update. The Singapore REIT index broke the...
Originally published December 2021. During the Great Lockdown of 2020, les Echos reported the touristic town of Cannes was one of the five places in France worst affected,...
Originally published November 2021. It has been said and written with such earnest despair to have become practically axiomatic: 22 will prove a year of acute pressure on...
Originally published January 2022. As investment managers, we’re used to being accused of seeing the glass as half-empty rather than half-full. It’s not that we’re inherently...
When I was on honeymoon in Venice, I spotted a pair of Chinese dragons, one chewing a toenail and the other picking its nose. Smart shop, Grand Canal – my wife, Jane, and I set...
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 843.73 to 853.35 (1.14%) compared to the last month's update. Currently the Singapore REIT...
Am I availing myself of any old sterling excuse? In the interregnum between voting to leave the EU and actually doing so, I claimed the UK’s final exit would prove largely...
The investment drama of a-weighting currency change. I was presented very recently with a piece of investment bank ‘research’ that made a bold change in recommendation. The piece...
Investors have divided into two camps. Those who believe inflation will subside and the rise in prices will prove temporary, and others who fear we are entering a period of high...