Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
Spare a thought for poor Mr Pennycook, Labour’s new housing minister. Before we do that, however, we should congratulate him on being the longest serving housing minister in the last 14 years. Well, if you count his period in opposition, that is. Let us all hope that this continuity will enable...
As the gods of war exact their grotesque ransom of human blood sacrifices in the Middle East, my mind resurrects the lyrics of a Vietnam era anti war John Lennon song from my...
My bank – a global behemoth with Asian origins – refused to honour my transaction. This was despite multiple attempts, and an agent on the telephone telling me everything was...
The FTSE 250 is down almost 30% since 2021, leaving the index and many of its constituents with attractive yields.
Lord Rothschild's advice to "buy when there is blood on the street" is perfectly apt in the bombed-out carnage of US office REITs, where stocks have fallen on a quantum scale...
The property media grows in reach and influence as time ticks by. Headlines would have you believe that crashes are coming but at the same time housing is more and more...
August was the first down month for the S&P 500 Index since February. Given that the market has managed a gain every month since and even including March, the month that Silicon Valley Bank collapsed at warp speed, it was perhaps due a well-earned summer break to rest up before a further push higher as the days shorten.
Any organisation, be it commercial or not-for-profit, needs to have a property strategy - a formal document that sets out how that entity considers its operational and, as...
Blackstone (BX) was founded with $500,000 in 1985 by two Lehman partners after a civil war at the I-bank forced its sale to American Express. BX had a meteoric rise from a small...
Originally published July 2023. Another instalment in a series of articles detailing how to design a secure, income-producing portfolio. It was in the most unlikely of locales...