Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
The FTSE 250 is down almost 30% since 2021, leaving the index and many of its constituents with attractive yields.
Income-hungry investors beware: coronavirus fallout makes High Yield even higher risk Value investing is dead! Warren Buffet knows nothing! Long live drawing random Scrabble...
With all that is distracting commentator’s attention there is one issue that is travelling below the radar, but if in years to come we look back on the Covid 19 era and the final...
There is barely a facet of life that has been unaffected by the coronavirus pandemic. One of its most visible impacts has been on the use of real estate – shops and pubs have...
Investing is about competing visions of the future. Different perspectives on the outlook at a macro, market and asset level are embedded in estimates of an asset’s value. Given...
If you think about German banking, your first thoughts are likely Deutsche Bank’s history of negative headlines and crashing stock price over the last many years. There is a...
Interpreting fund manager euphemisms.
* FTSE ST REIT Index up 745.45 to 823.64 (+10.49%) on the month update. * Index has rebounded c41% as of June 12 closed after hitting the recent high of 878...
Call it what you will. The Covid-19 pandemic. The Great Lockdown. The Coronavirus Recession. Whatever label you give it, it remains unprecedented. Never in history has more than...
In over 30 years of involvement in US real estate, I have never encountered a dilemma in institutional office investment similar to what we are experiencing today. About half of...