Serious investment thinking that doesn’t take itself too seriously.
Originally published March 2021. Plus, reassessing the relationship between UK interest rates and REITs. This article was originally published in June 2019. The perceived wisdom...
The Director, Real Estate Research Centre, The Business School (formerly Cass) looks for an answer. The two most common phrases at the moment are: 1) “Can industrial yields...
How GameStop’s landlord was too slow off the mark with an opportunistic equity raise. There are two main areas that cause confusion between participants in the public (listed)...
This integrated approach offers a handy way to tailor risk/return solutions in the current market. Back in 2003, Susan Hudson-Wilson, Frank Fabozzi and Jacques Gordon wrote an...
Ordinary valuation methods prove inaccurate when the measures they’re based on are in such a state of flux – it’s time to turn to a different methodology. In ordinary...
My World: June 2021... This is part of a series of articles where our contributors describe how they think things will look a year from now. As coronavirus becomes endemic, life...