Serious investment thinking that doesn’t take itself too seriously.
What if, the companies which had gained the most in the stock market in recent months and years had a positive impact on property prices and rents in the areas in which they operate?
How do you know when you’ve gone far enough? That must be the question starting to dawn on the minds of central bankers in their current rate hike cycle. But having drifted so...
Below is a graph showing the total number of residential units by estimated completion date and stage of development across London. It is, of course, a ‘best guess’, particularly...
Cardiff is bucking the trend. There are a lot of ‘strange’ movements going on in UK residential property right now and submarket trends are very much back on the agenda. ...
This article was originally published in autumn 2019. Of course they’re inherently illogical, but let’s unpack what they mean in practice for the wider investment market. How...
If the property boom-bust cycle has permanently come to an end, what will that mean for investors? I have previously written about the impact of low interest rates and...