Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
Thank goodness sense has prevailed and the Government has withdrawn its ridiculous attempt to take the non-executives overseeing Carillion to court for alleged failures. Carillion failed ignominiously and it was no-one’s finest hour, so it was right that serious questions were asked about how that...
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...
Housing is needed. Green space is precious. And, after the coronavirus, some offices could be left empty. Anyone currently campaigning against the obvious solution of...
The late Anwar Sadat, when president of Egypt, called 1973 his autumn of destiny. I call 2020 my autumn of destiny because four of the world’s top software/fintech will go public...
Summary Xaar is a relatively young and small leading-edge technology business which I bought in mid-2018It’s a good example of how excessive R&D in highly cyclical businesses...
The superforecasters of the Good Judgement Project believe there is a 93% probability we will have an FDA-approved vaccine in a year, and enough of it to inoculate 25 million...
There is talk that working from home has become so ingrained and old working arrangements so untenable in this new, socially distanced world that it will force city-centre...
Rapid changes are under way across the spectrum of different asset classes, and investors will need to adapt their approach. Investors are working hard to assess what recent...