One of the hardest tasks in education now is to encourage students to develop critical thinking skills when information sources have fragmented, and debate and argument seem to have degenerated into simply restating positions with increasing vehemence. When confronted with a statement, we push...
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Face to Face
Investment in Africa is investment in the world
Samaila Zubairu, president and CEO, Africa Finance Corporation, outlines Africa’s infrastructure needs and opportunities the continent has to achieve for economic success and...
Residential Investor
Momentum is building in the PCL market
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The Fund Manager
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The Professor
Heat pumps won’t save the planet
Substantial reductions in the UK’s CO2 production will not be achieved without improving the energy efficiency of the built environment. This means fixing existing buildings, not...
The Analyst
Retail property: a road to recovery?
“£180 billion of lockdown savings”, “Retail sales back to pre-pandemic levels”, “High street footfall shows signs of recovery” (Source: Financial Times, BBC, Modern Retail)....
The Fund Manager
The downsides of growth
I love companies that can grow for decades. The best sort of growth reinforces the business model, which in turn makes future growth more likely. Network effects and economies of...
The Analyst
Complexity and cost to come for residential property developers and investors
Following the tragic events at Grenfell Tower in June 2017, the UK Government signalled its intention to end the unsafe cladding of highrise residential buildings, providing...
The Fund Manager
Inflation – are we there yet?
“I have little doubt that with excess savings, new stimulus savings, huge deficit spending, more QE, a new potential infrastructure bill, a successful vaccine and euphoria around...
The Professor
Inflation is a dangerous way to get rid of debt burdens
Suppose you lent someone $100 and when they paid you back they only handed you, say, $99 or $80. Would you consider the borrower to have kept his promise and contractual...