Serious investment thinking that doesn’t take itself too seriously.
Back in July, I was invited to give a keynote speech at an international conference we hosted in Cambridge. In it, I took the opportunity to look back at Cambridge economics a hundred years ago; 1920s Cambridge economics means Keynes, of course. The 1923 book “A Tract on Monetary Reform” contains...
What the humanities will tell us about Covid in years to come. After almost two years – and an extraordinary global hiatus whose impact remains as yet unclear – it is...
Fifty years ago, on 15 August 1971, President Richard Nixon announced that the US government would cease honouring its pledge to pay gold to redeem the dollars held by foreign...
What Blackstone's recent US housing deals tell us. In late June 2021, Blackstone acquired Home Partners of America Inc (HPA), a company owning roughly 17,000 single-family homes...
Here’s how they can thrive in a post-pandemic workplace. When asked about the Government’s position on remote working in the long term, UK chancellor Rishi Sunak recently said...
What will inflation be for 2021? Forecasts of inflation on the order of 3% or a bit more are common. They are low. There are various measures of inflation, all with advantages...
Recovery will take more than street parties and more bins. For politicians and pundits, the death of the British high street has long been a refrain. The pandemic has...
The astonishing Collin Morikawa was in the news this week, kissing the British Open trophy, something a man would rather not do with the Delta variant around, not knowing how...
Jerome Powell, Chairman of the Board of Governors of the Federal Reserve System, has said that the current uptick in inflation is temporary and he expects inflation to...
Covid 19’s impact on the Asia Pacific office market has been that buoyant demand leading into the pandemic was quickly stymied as corporate occupiers sought to limit cost...