Serious investment thinking that doesn’t take itself too seriously.
It’s hard not to be infected by the brisk back-to-school mood that arrives with autumn. The French have a word for this time of new notebooks, sharpened pencils and squeaky school shoes: La Rentrée. That’s exactly what it feels like; a re-entering into work, study and school bringing a spirit of...
Öslem Tureci and Uğur Şahin – the founders of BionTech, which, together with Pfizer, pioneered one of the first covid-19 vaccines – are remarkable individuals in a wider sense....
New retail leasing models and platforms capture the uplift a physical store can bring to online sales. It is no secret that the retail sector has been in decline for some years,...
“The whole is greater than the sum of its parts.”For a nation battling with working-from-home fatigue, this statement from Aristotle takes on a new meaning. As we edge closer to...
A physical market cycle analysis of four property typesacross 54 metropolitan statistical areas (MSAs) for 4Q2020. GDP ended 2020 at a negative -3.5% annual growth rate, after...
The historical role of female investors is belatedly coming under the spotlight. In recent years, industry research has documented the rise of female investors. A report by the...
Recently I wrote part 1 of this article in the hope that with the coming of a new presidential administration we can start to think rationally about dealing with what is a tricky...
For almost a year, we have personally witnessed friends and colleagues sharing pictures of their working-from-home digs. At the onset of the pandemic, we would see shots of a...
CAP subsidies aren’t why farmland prices rose, so removing them won’t reverse that. My favourite Savills Rural Research graph is the one that has tracked land values in the UK...
“Drive-through and pickup-only is the quick-service restaurant business model of the future.” I remember having that conversation with prospective buyers in 2018 when I was...