Serious investment thinking that doesn’t take itself too seriously.
The Housing Act of ‘80 isn’t something many are likely to be overly familiar with. Yet, throughout the ‘80s, it "acted" to polarise public opinion like few other policies; of which there were many riotously triggering ones. The Act gave "council" tenants the Right to Buy (RTB) their homes at a...
Why low bond yields may mean you need to rethink your portfolio construction. The future looks even more uncertain than usual. Normally uncertainty translates into lower asset...
Retail REITs in Singapore have rebounded since phase 2 in Singapore began. In this article, we will be covering five predominantly retail REITs in Singapore, namely Capitaland...
London’s West End, the ultimate UK town centre and home to hundreds of impressive landmarks and just 65,000 residents, was hit by the pandemic harder than other parts of the...
Who can resist being provided with a soapbox? The Property Chronicle asked whether, as a partner in a reasonably sized London law firm, I would reveal some of the black arts of...
It has been one of the few good weeks for ‘man’ (occupied offices and physical retail) versus ‘machine’ (logistics), with Landsec and British Land both up 20% but declines for...
In a development that will be viewed with alarm by all property investors, Germany’s politicians and government authorities are looking at whether the purchase of residential...
Forget the doomsayers: we are on the verge of a golden age. Former US vice-president Dan Quayle once said: “The future will be better tomorrow.” Right now, I’m willing to risk...
As the pandemic disrupted life around the globe, nearly everyone’s routine changed, including the way we communicate with one another and how we send and receive data. With an...
“I’d rather be dumb and antifragile than extremely smart and fragile” – Nassim Taleb, in Antifragile: Things That Gain from Disorder (2012), p4 Looking beyond covid-19 (see our...