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zLead Article

The Analyst

The secret to growth is… how the US has outperformed the OECD

by Moses Sternstein | Dec 2, 2024

More people, more growth Longtime Random Walk readers know that babymaking and people-growth (and/or the lack thereof) are very important things. It’s pretty simple, really: if you want to grow productivity, then grow the number of productive people you have. Productive people make things, like...

The Fund Manager

UK set to outperform the US

by Undercover Investor | Aug 14, 2023

There are many reasons why one could try to argue that a decent recession is on the way in the US; the economic engine room of the world. I, though, like many others, have been...

The Storyteller

The art of leaving home

by Garrison Keillor | Aug 7, 2023

Moving out of an apartment, as I’ve been doing recently, convinces me at last to resign from American consumer culture and live with only bedding, one towel, two changes of...

The Fund Manager

RICS must learn the Alison Rose lesson

by Undercover Investor | Jul 31, 2023

It’s all a matter of judgement… It was predictable for those of us with a few grey hairs that the woke agenda would eventually be checked by a good old dose of common sense, but...

The Fund Manager

Investment banks need to change

by Undercover Investor | Jul 24, 2023

My immediate response to the news that Lazard, the boutique investment bank, is to cut 10% of its staff amid a “dealmaking chill,” is that they should cut 10% off the fees they...

The Fund Manager

Existential Crisis at RICS?

by Undercover Investor | Jul 3, 2023

The average member of the RICS – the institution that regulates standards, values, and protocols across the profession – must be holding their heads in their hands right now. Has...

The Storyteller

Honouring the men who went ashore

by Garrison Keillor | Jun 19, 2023

I was an infant when Allied forces crossed the Channel and landed at Normandy in 1944 and none of my uncles were there. The only D-Day vet I knew was my high school biology...

The Economist

UK CRE investing

by Savvas Savouri | Jun 12, 2023

UK commercial real estate (CRE) valuations are languishing at post-COVID lows, amid fears the sector faces “banking covenants being breached” and struggles with regard to...

The Economist

When has there ever been certainty?

by Savvas Savouri | Jun 5, 2023

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...

The Economist

The FCA’s listings reforms are welcome – but regulation alone won’t lure firms to London

by Dr Gerard Lyons | May 30, 2023

With promising companies either leaving London or deciding not to list here in the first place, this week’s reforms to the UK’s stock market regime could not come soon enough....