Serious investment thinking that doesn’t take itself too seriously.
The latest thoughts from the buy side of real estate investment
Whether walking down the streets of Berlin, Brussels, London, Reykjavík, street art is used to mark spaces and buildings in unique, surprising, and in often joyful ways. It functions as a profound communicator of the social and cultural fabric of a city. It was in a conversation with Moritz Tonn...
Waves of political and economic uncertainty have become something of a norm for markets in recent years. Against a backdrop of significant events – from US-China trade tension to...
How to earn double-digit returns from Polish property As readers of my articles might recall we have, for many years, been earning double-digit returns from our property...
How the peaceful Gulf state became one of the dominant economies in the world in under half a century Here in the United Arab Emirates 2018 was the Year of Zayed, 12 months of...
In 2012, one of the first companies I invested in as a defensive value investor was Centrica, the company behind British Gas. It seemed like a good idea at the time. Centrica was...
The MSCI All Country World Index is up some 250% since the financial crisis. But was there ever a cycle in which investors were more skeptical about the market’s upward momentum,...
Why was our “Solving for 2019” audience less worried about recession but more cautious on equities? At our flagship annual conference for the EMEA region, “Solving for 2019,” it...
If there is one useful conclusion for investors from the crazy year that has just ended, maybe it is this: as they say in Hollywood, “Nobody knows anything.” After all, if the...
Macro: A Soft Landing 1. A Soft Landing for the U.S. and the Wider World We anticipate that U.S. GDP growth will slow from 3.5% to around 2.0 – 2.5% in 2019, and some of the tail...
- Global Real Estate Sector robust in 2018 - Fed policy will drive equity markets in 2019, including Real Estate - UK performance hit by Brexit and structural change in UK Retail...