Serious investment thinking that doesn’t take itself too seriously.
Rising populism threatens to end institutional SFR as we know it. What happens next and who are the likely winners and losers? Single-family rentals have been one of the fastest-growing real estate sectors of the past decade. But political pressure is putting the future of the category in...
(and what can you do about it). Inflation is expected to exceed 10% later this year and could stay above 5% through 2023, 2024 and perhaps even longer. And that may be...
It won’t control interest rates and inequality will widen. The UK local elections in May saw gains for nationalists in Scotland and Northern Ireland, raising the prospect of...
By experts who have monitored it since the Wuhan outbreak. More than two years after a deadly strain of coronavirus was first identified in the central city of Wuhan, China...
The supermarket business model is too fragile to shield customers from rising food prices. Food prices, like almost everything else, are rising fast. There have recently...
Since first espousing it, I have not wavered in my view of the crypto marché. To wit, it is a fiction that ill inevitably be exposed. Now, while the crashing down of the crypto...
There is an old expression – to drive someone to drink – which means to annoy them to distraction. My favourite version of it is George Thorogood and the Destroyers’, “Son,...
President Putin and his security institutions are no longer a united front. Russia’s army is deeply unhappy at the new and curtailed strategy Putin has ordered them to adopt...
How the Thames made an extraordinary recovery over 60 years. It might surprise you to know that the River Thames is considered one of the world’s cleanest rivers running through...
This month, the Bank of England will celebrate 25 years of independence. For the past quarter of a century it alone, and not Her Majesty’s Government, has been responsible for...