Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
There are a number of reasons for the current litany of gloom about China, but the actual state of the economy is way down the list. This is primarily because narrative and emotion dominate facts in the short- and medium-term. The narrative on China has undoubtedly taken on a powerful...
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 842.13 to 872.79 (+3.64%) compared to the last monthly update. Currently the Singapore REIT...
Originally published February 2021. The word of this extraordinary winter in Paris has been couvre-feu. The very expression is still heavy with associations from the 1940s...
Originally published April 2021. When thinking about successful emerging market investing, the following quote comes to mind: “In an unfamiliar culture, it is wise to offer no...
The virus will cast a far-reaching shadow. As we cross the 18-month mark of the pandemic, we are arguably reaching the point that the descriptor endemic may be a more appropriate...
The FTSE 100 and S&P 500 are trading at very different valuation levels. US and UK large-cap investors have had very different experiences since the crash of 2009. Over these...
But what challenges await the US and the wider world? Over a year after the Covid-19 pandemic spread across the world and crippled economic activity, a recovery is underway. The...
… was a famous quote of appreciation attributed to Martin Winterkorn, Volkswagen's former CEO, when closing the door of a KIA sedan at a car exhibition a few years ago. While Mr...
Back to school, back to work, back to life. La rentrée means much more than just ‘back to school’. The word also signifies a return to social and professional normality...
The Biden administration may yet rue its tax and spend agenda. Writing a year ago, during the uncertain early days of the pandemic, we predicted that the US government would come...