Serious investment thinking that doesn’t take itself too seriously.
As investors start looking forward to a new US President next year, they are trying to assess likely policies. Trump and his MAGA campaign have been reasonably explicit, while the Democrats have been more circumspect, but both look likely to continue the sanctions on China. And that will be a...
Property fund managers are currently under significant pressure. The current higher interest rate environment, sustainability necessities and the macro and micro impact of...
Broad money growth has touched record lows in China and remains weak in Japan. By contrast, India continues to have strong money expansion, money growth, driven by surging...
The first televised debate of the 2024 general election took place on Tuesday, June 4, putting Rishi Sunak and Keir Starmer head to head on ITV. ITV has also announced they will...
$120,000 for a banana. This was December, 2019, at Art Basel in Miami. An Italian artist duct taped a banana to the wall. It sold for $120,000. The state of modern art, ladies...
One of the eternal questions posed in the canon of real estate academic literature is whether specialism pays, and if so, for who? In the case of Principals this would be defined...
The most recent UK inflation figures, released towards the end of May 2024, saw a drop in the official rate of price rises to 2.3%, not that far off the Bank of England’s...
If you aren’t familiar with Close Brothers, it’s a FTSE 250 bank that was founded in 1878. It had (until recently) a long track record of progressive dividend growth and I added...
Two issues linked to the public finances have come to the fore in the wake of the Blood Scandal inquiry. These economic issues are clearly secondary to the wider safety and...
With the announcement by Norway and Ireland that they have recognised Palestine as an independent state, and Spain expected to follow suit by the end of May, it appears...