Serious investment thinking that doesn’t take itself too seriously.
The latest thoughts from the buy side of real estate investment
Weak results have knocked 35% off Diageo’s share price, leaving its shares far more attractive valued. But is it attractive enough?
Having recently completed proptech investments in Unissu and Dashflow, I was interested to read Andy Saull’s article, “Proptech disruption won’t hit any time soon”, in the last...
Since the financial crisis in 2008, interest rates have been low and borrowing costs for commercial property similarly low. With such low rates, relatively high yields...
What do investors want right now? What are their preferred opportunities, and what do you need to know about them? This series sums up what one investment adviser has gathered...
Awards are show business, mining a deep human need or peer approval. Formed and shaped for profit by producers. Staged and fronted by directors nurturing sector nabobs. Marketed...
The new decade that was ushered in by the usual dazzling Burj Khalifa fireworks provoked some reflection on my part, for it was 10 years ago this year that I made the move to the...
A famous quotation, probably erroneously dedicated to the financier J. P. Morgan, is that, when asked for an outlook on the stock market, he replied, “it will...
To stop small clubs going under requires not extra cash but an independent body charged with developing the game as a whole After death throes worthy of a B-movie murder scene...
What do investors want right now? Which are their preferred opportunities, and what do you need to know about them? This new series sums up what one investment adviser has...
Investment pouring in from the south hasn’t yet brought down northern England’s higher yields. It has been widely reported for several years now that rental yields are...