

Originally published August 2021. Hedging your bets. As the rhetoric around inflation has increased, so too has scrutiny around commercial property, an asset class typically perceived to offer an inflation hedge. First, there are questions around what measure of...
Commercial property and inflation

Inflation and farm gate prices
US dollar food commodity prices have risen 40% since the onset of Covid-19 in March 2020. This sharp price jump, shown in the graph below, has reversed a painful period of farm produce deflation during the previous seven years. In fact, farm gate prices have returned...
Inflation and farm gate prices

Why I am a sterling bull: part two
Am I availing myself of any old sterling excuse? In the interregnum between voting to leave the EU and actually doing so, I claimed the UK’s final exit would prove largely seamless. And, in being seamless, it would completely remove the weight of uncertainty holding...
Why I am a sterling bull: part two

AI shop assistants: get ready for a world where you can’t tell humans and chatbots apart
I regularly fly with KLM from Minneapolis to New Delhi, and always stop over in Amsterdam. I am frequently in Minneapolis for research and this is my route to go home to take a break from work. I have done the journey so many times that I know almost all the shops at...
AI shop assistants: get ready for a world where you can’t tell humans and chatbots apart