Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
Well, what a difference a year makes! Certainly when it comes to RICS Redbook valuations! Valuations are down almost across the board as valuers have adjusted to the new normal of higher interest rates, lower availability of debt, and a consequent increase in the cost of capital. It's sad to say...
Many parts of the economy have suffered no ill effects from Covid – the US government should restrain its largesses One year after the emergence of covid as a threat to our daily...
When the annual PERE/Sousou Partners 2021 compensation survey appeared in my LinkedIn feed earlier this year, I couldn’t help but notice the somber headline: Private real estate...
“We don’t know what we don’t know,” as Donald Rumsfeld once said when asked whether intelligence gathered had been shared adequately across the US intelligence community. Applied...
With its resurrection following the Second World War and the unification of East and West, Germany has had a remarkable journey over the past 75 years. In particular its stable...
Öslem Tureci and Uğur Şahin – the founders of BionTech, which, together with Pfizer, pioneered one of the first covid-19 vaccines – are remarkable individuals in a wider sense....
For almost a year, we have personally witnessed friends and colleagues sharing pictures of their working-from-home digs. At the onset of the pandemic, we would see shots of a...
What do investors want right now? Which are their preferred opportunities, and what do you need to know about them? This series sums up what one European investment adviser has...
On 20 January 2021 the Czech lower house of parliament passed a bipartisan bill that, if enacted, would potentially pose a significant threat to one of the EU’s core elements,...
This article was originally published in Winter 2019. With Brexit uncertainty hitting London hardest and high-grade office supply tight in the capital, investors are looking to...