Serious investment thinking that doesn’t take itself too seriously.
My father always encouraged me not to join a political party, nor to reveal my voting preferences for fear of being unable to engage across the political spectrum.
Somewhat quiet on the (Far Eastern) front The 2022 Russian invasion of Ukraine, beginning 24 February, has turned the Russian energy trade upside down. Meanwhile, McKinsey...
Here’s what that means for the company and its chances of success. Elon Musk has finally completed his US$44bn deal to acquire Twitter and take it private. The world’s...
Implications for real assets demand. The repercussions of Covid-19 will continue to be felt long after the final phases of the pandemic are over. Assumptions that are underpinned...
The cockroach theory in Wall Street contends that for every one cockroach you see, there are 100 hidden in the woodwork. We saw four Big Tech cockroaches in this earnings season:...
When the US goes to the polls on 8 November, it won’t just be a test for those politicians seeking re-election, but also of President Joe Biden’s popularity. The midterms take...
Why it makes sense to have a targeted approach. Environmental, social and governance (ESG) is a high priority for real estate investors. Affording significant weight to ESG...
People really dislike inflation. Today, with US annual inflation still above 8%, one in five Americans consider it the country’s biggest problem – spelling trouble for the...
It is interesting, but depressing to me, that the more eminent a college or university is perceived to be, the more outrageous are efforts by administrators to stifle individual...
Tech startups have been the British economic success story of the past decade. You can measure this success by the obvious metrics, like our stunning VC investment figures,...