Serious investment thinking that doesn’t take itself too seriously.
For those of us worried about America’s ability to manufacture things, there’s no shortage of worrying indicators to point to. Manufacturing employment has fallen by a third from its peak in 1979, even as the population has grown by nearly 50% over the same period. Storied manufacturing...
When news hit on Monday morning that a Blackstone entity was taking Apartment Income (AIM Communities) private, the market quickly tried to make sense of the $10 billion headline...
Elon Musk is publicly defending freedom of speech in Brazil and claiming that orders issued by Alexandre de Moraes, a Justice of STF (Brazil’s Supreme Court), have censored...
The real estate industry, traditionally characterised by its cautious adoption of new technologies, is now at a pivotal juncture. The emergence of generative artificial...
We should all have a vested interest in how successful the Bank of England is in carrying out its objectives. Sadly, the Bank’s track record in recent years has left much to be...
In December 2020, half a year into the pandemic, the Swiss National Bank (SNB) received a call from the US Treasury Department. For years, the US had accused Switzerland of...
The real estate industry is on the verge of significant infrastructure improvements, driven by the rise of electric vehicles (EVs) and the U.S. government's commitment to phasing...
AI is transforming the working life of real estate professionals. We are all going to have to rethink and relearn our jobs. Emerging academic research supports what many of us...
According to the Wall Street Journal, the U.S. office market faces rising vacancy rates, abundant sublease space, and increasing defaults. Despite these challenges, office rents...
On 12 September 2023, the European Commission adopted a key package of initiatives to reduce tax compliance costs for large, cross-border businesses in the European Union. For...