Serious investment thinking that doesn’t take itself too seriously.
It is also tempting to look backwards to see what the delivered risk premium has been on real estate over time.
Events in the US following the murder of George Floyd are an object lesson in what happens when policing is ripped out of communities. From Minnesota to Seattle via San...
Two countries whose memories of a ‘shared’ past could not be more different. With the recent build-up of Russian forces around Ukraine, Vladimir Putin’s claim that Russians and...
Most commentators were complacent about the risks of higher inflation in 2021 and seem determined not to be caught out again this year. But some of the rhetoric is now running...
In 2021, 20 countries pledged to no longer fund the development of fossil fuel power plants in other countries. This commitment threatens to keep millions of Africans from moving...
Central banks will do far more harm trying to tackle it. It remains to be seen whether the Omicron variant will shift Sars-CoV-2 towards becoming manageably endemic. But as and...
Power posturing or trouble on the home front for Putin? There is a pressing need to understand what’s behind Moscow’s growing threat to use military force against Ukraine. The...
In a year-end review of polling and politics, one of America’s leading national pollsters, Scott Rasmussen, says most Americans have higher priorities than politics. And he says...
Why they beat the rest of the high street as a retail experience. A bone china teapot, a pair of leather brogues, a poetry book, a velvet coat, an embroidered tablecloth and...
Which US asset classes perform best or worst amid periods of high inflation (6% or more)? Answer: commodities perform best, while bills perform worst. It’s commonly recognised...