Serious investment thinking that doesn’t take itself too seriously.
The new year is a time for both reflection and anticipation. It seems to me it is one of the most important of years to do both thoroughly. 2023 is described by many of my friends and business associates as one of the hardest of their lives. Even supposedly after COVID (although of course we are...
I’m a heretic in a world where environmentalism is a leading religion. I think it’s OK to use a lot of paper and I generally ignore the little exhortation at the bottom of so...
An economist once relayed to me a conversation that he had with his teenage niece regarding the content of her high school global history class. When he asked her about the...
Sure, the sector suffered last year, but it’s overcome troubles before and will do so again. Real estate investment trusts, or REITs, were misunderstood for years after they...
This article was originally published in September 2020. (Oliver is joint-owner of Maidstone Utd FC, Director of Brive Rugby Club in French Top 14 and recent Board Member of The...
This article was originally published in December 2020.. The spring lockdown did not stop UK M&A in its tracks, but activity slowed. Faced with the fog of economic...
This article was originally published in January 2021. Traditionally, real estate was often viewed as little more than a downside hedge for a diversified portfolio. This reflects...
Working at home is something many of us have got used to – maybe too used to – over the past year. In a strange way we are recapitulating the experience of our ancestors. For...
President Joe Biden delivered a speech to a Joint Session of Congress on 28 April 2021, where he made the following remark that should be seen as a red flag: “America is moving –...
The IMF released a sobering Regional Economic Outlook (REO) for Sub-Saharan Africa last month. In 2020, the regional economy shrank by 1.9% and this year the IMF forecasts only...