Serious investment thinking that doesn’t take itself too seriously.
Originally published July 2023. Some listed Propcos are now a "buy" and here's why... It is ironic that the thing the listed property sector seems to need more than anything else right now is a jolly good recession, isn't it? There are several decent property companies out there. Why, then, are...
Joe Strummer, lead singer and lyricist for the seminal punk band, The Clash, died 20 years ago this December. Strummer, the son of a British senior civil servant and whose real...
Originally published May 2021. Local property prices were always a good indicator of UK voting habits – but in the past five years, that’s stopped being true. The last few years...
We live in a world of virtual reality: virtual conversations, virtual relationships, virtual work, and virtual leisure. Artificial intelligence is on a mission to replace us all...
Originally published July 2021. “Let China Sleep. When she awakes, she will shake the world…” This Morning: The media is full of China noise – does the rising tension mean it may...
Originally published October 2021. The returns are still valid. Looking at the global investment landscape today, there is a gaping hole where dependable fixed interest assets...
Sports making a racket, 48 up for the Cup and the allure of live Hop to it! Harking back to an innocent 70s youth of balmy summers and winter power cuts, when even Space...
Strikes. The cost of living. The NHS crisis (if it still makes sense to distinguish the crisis from the institution at this point). It’s fair to say that few people looking ahead...
Why common sense is often the best response . The writer Mark Twain wrote almost 50 books and yet is almost certainly better known for his aphorisms. The pithy one liners...
Though a correction in values is firmly underway for European commercial real estate markets, we believe the worst is yet to come. This also means the best buying opportunities...