Serious investment thinking that doesn’t take itself too seriously.
The news of the week is NOT the Fed cutting 50 bps - yes sure, that’s important but there is something much more relevant going on. The Chinese economy keeps imploding from within.And we should pay attention. The Property Price Index for Chinese tier-1 cities keeps making new lows, and it’s now...
In 1937 the English economist Joan Robinson proposed that “when capitalism is rightly understood, the rate of interest will be set at zero and the major evils of...
Another instalment in a series of articles detailing how to design a secure, income-producing portfolio. In my series of articles so far, we have dispelled the idea that...
On 11 May, the Bank’s Monetary Policy Committee raised Bank Rate to 4.5%, a level last observed in October 2008. Since November last year, the Bank has also been reversing its...
The consequences of cyclical lending and the need for a new prudent framework. I remember in the mid-to-late 1980s, when I was a relatively young, newly qualified valuation...
Prime logistics has been European real estate’s star performer for a decade, notching up an annualised return of 15% since 2013 according to CBRE. It has been a major beneficiary...
The US economy was pushed to extremes during the pandemic recession and subsequent recovery. The unemployment rate peaked at 14.7 percent, the highest in the post-World War II...
In the spring 2023 issue of the Property Chronicle, “stranded asset” was playfully cited as real estate’s phrase of the year. We tend to agree. Not only is commercial real estate...
Cambridge is a renowned global centre of innovation and recent Government announcements underscore how vital the city is to UK PLC. Just this week, levelling up secretary Michael...
Golf is a sport enjoyed by millions of people each and every weekend. What’s more, many people enjoy playing in a litany of different formats: Sixes, Nassau, Vegas, and...