Progressive dividend stocks often sell branded consumer goods, but sometimes they’re found in the most unlikely places and Bodycote is a good example of that.
Investor’s Notebook
The latest thoughts from the buy side of real estate investment
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Investor's Notebook
Lending Smart In 2018
Comparing returns, and risk, for debt markets across Europe has historically been nigh-on impossible due to a lack of data. But new research from CBRE will help existing and new...
Investor's Notebook
The View from Berkeley Square
In January I highlighted the underperformance of the North America listed Real Estate Sector in 2017 but that it still didn’t offer great value – however with interest rates set...
Investor's Notebook
Let your office tenant sublet space without your consent?!
I've recently been involved in a few subletting transactions relating to offices in London. These transactions were time-critical, but very time-consuming, and the pain of...
Investor's Notebook
Desert Diary: Month 2
“No, Your Highness, you’re NOT allowed any more pudding! And while we’re at it, why haven’t you finished your prep?!” Not words you’d imagine many royal or senior Arabs to hear...
Investor's Notebook
Frontier Notes – March 2018
Nominally at least, both Ghana and Nigeria are in the midst of an economic uptick. The latter is forecast to grow at 2% per annum this year as against 0.6% in 2017 and -1.6% the...
Investor's Notebook
Euro property investor
I have been active in the European real estate markets for over 30 years with a focus on the more liquid north-western countries. I have worked for agencies (Knight Frank and...
Investor's Notebook
The View from Berkeley Square
How the listed real estate sector fared in 2017 – and what we can expect next.
Investor's Notebook
The GCC: opportunity born from positive momentum
Why the GCC is geared to become one of the most rewarding investment destinations in 2018.
Investor's Notebook
Notes from Cambridge
A Bursar reveals the challenges and delights of managing the finances of an Oxbridge college.