Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
HSBC may have a dividend yield of 4.2%, but is it a quality dividend stock?
Whatever the coronavirus has done to the global economy, the effects are likely to be fairly short-term – aside from in aviation. At the start of 2020 we were convinced it would...
I believe it is now time to bottom fish in Singapore property developers and selected REITs on SGX. Why? One, Singapore benefits from US supply chain reconfigurations away from...
This article was originally published in autumn 2019. I’m sure you will know that well-known fund manager Neil Woodford has recently fallen very much out of favour with...
With offices, hospitality and retail all on the slide, industrial property looks set to become the best bet in global real estate. While much of the global property market is in...
The nation is bouncing back faster than most in Europe and is increasingly attractive to investors. Those looking for a glimmer of success amid global difficulty – and a good...
Source: Ruffer, MacroHistory database, TS Lombard Chancellor Sunak will need a Plan B. The coronavirus pandemic has hit public finances like a war. Across the world governments...
We all need reminding of why investment returns are so important for so many in the private sector. Until the 1980s most employees retired on pensions provided by their employers...
When I was a boy, there was a programme on the telly where a smiley Arthur Askey interviewed ‘ordinary people’. It was more of a challenge than a conversation – if the...
A recent survey by valuation and research specialists Wüest Partner Germany provides useful insight into the range of real estate funds currently available for German...