Investor’s Notebook

Investor's Notebook

Food waste: a triple win opportunity

by Henry Hamilton | Jul 14, 2020

If food waste were a country, it would be the third-largest emitter of greenhouse gases (8% of annual global greenhouse gases come from food waste).1 One-third of all food...

Investor's Notebook

Covid-19 will accelerate the evolution of business’ approach to office-based working

by Simon Capaldi | Jul 10, 2020

Social distancing has turned our lives upside down and at short notice businesses adapted to remote working, moving office life into the home. Some are beginning to speculate...

Investor's Notebook

What Schenzen taught me about interest rates

by Matthew Leonard | Jul 8, 2020

Even for the most absentminded amongst us (myself included), life offers unforgettable moments. Some are historically and globally impactful: Neil Armstrong’s ‘giant leap’, the...

Investor's Notebook

The Great Return – our NZ experience bodes well

by Toby Scott | Jul 7, 2020

Last month WeWork surveyed the heads of real estate from 69 global corporations asking how they envisioned the world of work in this new COVID-19 age. Three themes emerged:...

Investor's Notebook

Up to…

by Russell Chaplin | Jun 25, 2020

With a desire to both quantify and limit various aspects of private real estate funds’ risk, funds’ documentation is written so that risk is unbundled and...

Investor's Notebook

Ship owning: an investment warning?

by Leigh Shore | Jun 24, 2020

Our insider looks at whether investing in shipping is ‘as safe as houses’.

Investor's Notebook

Thanks for the memories

by Marc Gilbard | Jun 23, 2020

UK real estate: comparing then and now.

Investor's Notebook

The Alpha Bet

by Russell Chaplin | Jun 10, 2020

One of the first things that we learn in life is the alphabet. Through it, we form words and are able to communicate with one another using a common...

Investor's Notebook

Seeing beyond the product

by Tobias Just | May 28, 2020

Real estate is the embodiment of the tangible. Its substance gives us a sense of security and durability, and this applies to both private residential and commercial real estate....