Serious investment thinking that doesn’t take itself too seriously.
Summary of Yolande Barnes’s contribution to “Where Next for House Prices” (with some additions) at FT Weekend Festival, 2 September 2023. Where will house prices be this time next year? I think it’s inflation that’s going to strip out the value of housing over the next year by about 5%, and...
Equity investors might need to top up funds by tens of billions in Germany and the UK, thanks to covid. Declines in capital values and more conservative lending in the immediate...
When looking at a chart of the S&P 500, you would think we were entering a depression or nearing the apocalypse. But what are the real impacts of a pandemic like covid-19?...
A physical market cycle analysis of four property types across 54 metropolitan statistical areas (MSAs) for 3Q2020. The V-shaped recovery happened (-32% GDP in Q2 then +33% GDP...
In this very special series of exclusive articles for the Property Chronicle, Australian property legend Norman Harker reflects on his extraordinary 50-year life in real estate....
Each one of these trends is underpinned by a higher weighting afforded to individual needs, preferences and experiences – meaning that real estate developers and landlords can no...
I yield to no one in my admiration for the office as a social centre, but it's no place actually to get any work done. – Katharine Whitehorn, View from a Column (1981) The king...
Two of our top contributors, Bill Blain and Ethan Yang, argue it out over bitcoin. Is it no more than imaginary money we'd be foolish to trust, or could it be a medium of growing...
The year 2020 has been exceptional in its radical push for adaptation in social and economic norms globally. In the last 20 years, we have seen a rapid increase in the movement...
The likes of LA, London and Mumbai are being challenged as consumer appetites becomes more global. Media cities are hubs of creativity where films, television, and music are...