Serious investment thinking that doesn’t take itself too seriously.
None can deny whose strong arms made the winning difference in World War II. The same fingerprints can be found on the remnants of the Berlin Wall, and on the Iron Curtain not merely thrown open but torn off its rails in so doing lightening up many hundreds of millions of lives. The same hands too...
The most significant policy innovation during the 2008-2009 financial crisis was Quantitative Easing (QE); the central bank purchase of financial assets using printed...
The spread of coronavirus has required us all to change our behaviour. One of the most significant shifts as far as property is concerned is the abrupt switch to home working by...
My world: June 2021... This is part of a series of articles where our contributors describe how they think things will look a year from now. I see a friend on the way into the...
The price level for German residential housing has remained so far unchanged since the onset of the coronavirus pandemic, according to German consulting group F+B, whose CEO...
There may not be many reasons for optimism about the economic outlook, but one is the relative flexibility of the UK labour market. This should help unemployment to fall back and...
(Article originally published Summer 2018) Why agility is key for investors in dealing with new uncertainties Seattle is the only market I’ve ever seen advance from secondary to...
Many landlords, tenants in house-shares and neighbours of anti-social tenants will be filled with despair at the latest news that there may be a three-month extension to the...
Balance sheets show the trade-off between resilience and optimisation % of companies with net cash Source: CLSA, Factset as at 21 April 2020 As we highlighted last month,...
Over just a few months, Covid-19 has disrupted almost every corner of the globe. In the residential market, this has led to transaction numbers drawing to a standstill in many...