Serious investment thinking that doesn’t take itself too seriously.
Our professorial contributors illuminate the latest academic research in real estate and economic policy
It is also tempting to look backwards to see what the delivered risk premium has been on real estate over time.
A new golden age looms. Retail has been at the epicentre of cyclical and structural change. Prior to Covid 19, the sector was grappling with rapid ecommerce growth and changing...
The physical market cycle analysis of five property types in 54 metropolitan statistical areas (MSAs). So unique - GDP growth dropped 1.4% in 1Q22, yet the Federal Reserve still...
The supermarket business model is too fragile to shield customers from rising food prices. Food prices, like almost everything else, are rising fast. There have recently...
Last year’s mantra was something for everyone, from duration income streams with inflation-linked dividend growth all the way down to deep recovery hopes in retail. The sector...
There is an old expression – to drive someone to drink – which means to annoy them to distraction. My favourite version of it is George Thorogood and the Destroyers’, “Son,...
If certain criteria are met, this writer thinks so. For those who are persuaded that we are still in the early stages of an inflationary resurgence, rather than the mature phase...
The United States Federal Government spends $38bn every year subsidising the meat and dairy industries. Research from 2015 shows this subsidisation reduces the...
In December 2006, The Economist magazine published a cover drawing of Russian president Vladimir Putin, dressed like a 1930s gangster in a dark suit and fedora hat, under the...
Welcome to the Zoomaverse (and you are welcome to it). Mark Twain is famously credited with saying: “Buy land, they’re not making it any more.” And then along came the metaverse....