Serious investment thinking that doesn’t take itself too seriously.
The latest thoughts from the buy side of real estate investment
While small pricing inefficiencies are ubiquitous but swiftly arbitraged away, bubble tendencies of the past are just as likely to prevail, both now, and in the future. A simple choice may help us understand our investing biases…one marshmallow now, or two later?
Looking at the factors that will drive India’s growth over the next decade.
A mid-2017 update on the global listed sector.
Our Asia real estate commentator recounts a trip to Myanmar.
The UK general election is over – but what happens in the property markets now? Robert Fowlds gives his thoughts.
Chaos in Washington and dollar weakness, combined with the Macron win, has had a major impact on markets. For a sterling investor, the global real estate sector is flat YTD, but...
Well, if 'a week is a long time in politics' (and even longer in UK politics!), it’s also a long time for the listed global real estate sector. Ironically as a property developer...
The West End has been a joy to drive around this Easter as half of London (and most of the property industry) has been away! As well as being able to secure reservations in some...