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Thank goodness sense has prevailed and the Government has withdrawn its ridiculous attempt to take the non-executives overseeing Carillion to court for alleged failures.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...
The cockroach theory in Wall Street contends that for every one cockroach you see, there are 100 hidden in the woodwork. We saw four Big Tech cockroaches in this earnings season:...
Originally published August 2022. Did anyone notice a trend in the residential REITs’ 1st quarter 2022 earnings calls? From a very high level, renowned C-suite executives from...
Originally published January 2022. It’s been five years since Neil Turner stepped down from a senior real estate position in the City. He’s been spending time writing fiction,...
Originally published September 2021. If I could summarise my most successful investments in one equation it would look something like this: Cash + Optionality + Astute Capital...
I have always fantasised about buying into a midtown Manhattan office building portfolio since New York City is the nerve center of global finance, banking, digital media,...
Brent crude was grossly overvalued at 124 in June and black gold has come down as supply angst is replaced by the very tangible reality of a China where 7% GDP growth is not...
Our writer reports from court side. Like many in Paris, I relished last week’s return of two of the most anticipated shows on earth: Top Gun: Maverick and Roland-Garros. Both...
"Our currency, your problem." John Connally, Treasury Secretary in the Nixon White House, uttered these words to the world's elite when he torpedoed the Bretton Woods regime's...
It is perfectly logical that the summer rally in emerging market debt was aborted the moment Powell spoke at Jackson Hole and risk assets plummeted on the expectations of 'higher...