Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
It is hard to write any commentary this month about anything, never mind a financial market, without acknowledging the horrendous events that have happened and are continuing in and around Israel and Gaza.
The world has been turned upside down by this pandemic, along with the prospects of many companies. Perhaps some of your own holdings have soared to unexpected highs, or...
The European real estate market environment remains incredibly uncertain. While the severity of the current recession is significantly worse than the global financial crisis,...
‘New’ economy stocks have surged over the past five years, but unfashionable value may be about to have its moment in the sun. US internet shares have been roaring ahead,...
“Back to life, back to reality” – prescient words written by Mr Jazzie B. OBE for his number one hit in the summer of 1989. Industries, livelihoods and, undoubtedly, future...
Governments and central banks have had to resort to intervention on a massive scale – there will be a price to pay for the distortion caused. Consequences. It’s always about the...
Real estate probably isn’t one of the first industries that comes to mind when thinking about climate change – but it should be. Globally, the built environment is responsible...
FTSE ST REIT Index increased slightly from 835.40 to 854.51 (+2.28%) on the month update.REIT Index has rebounded circa 45% as of 12 September from the bottom on 23...
In the 1990s, the South African property market was largely directly owned and managed by insurance companies and pension funds, while the listed market was in its infancy at the...
Housing activity – starts and permits – posted mixed results in August as declines in the multi-family segment offset gains in the single-family segment. Within the single-family...