Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
China needs us to buy its stuff more than we need its stuff, but it's all just noise relative to the stuff that really matters. I am going to going to offer two somewhat contradictory ideas about trade wars in sequence: China needs us to buy their stuff, more than we need to buy their stuff;...
The West End of London is an ownership jigsaw dominated by a handful of “great estates” which together own hundreds of acres at the heart of the capital. It seems hard to imagine...
China’s National Peoples’ Congress (NPC) meeting kicked off today with Premier Li’s announcing its first Government Work Report. It’s definitely an interesting day for all China...
Property tax remains one of the largest state and local tax obligations. Nearly all local taxing jurisdictions, including municipalities, counties, and boards of education,...
Nareit analysis of data from Preqin, a financial research firm that tracks investments in alternative assets, indicates that the use of REITs by pension plans has been...
Two years after its full-scale invasion of Ukraine, Russia is still facing an unprecedented number of economic sanctions. It has been excluded from major global...
The world is in turmoil. The war in Ukraine grinds on, with persistent calls for the United States to continue supplying Ukraine’s war effort. China may be poised to invade...
This article has been written by Linz Darlington, managing director of Homehold which offer an end-to-end lease extension service with integrated lease extension solicitors....
The world has changed since we released our last New Zealand construction sector report in August 2021. Inflation and interest rates continuing to rise, and the Reserve Bank is...
1) Industrial vacancy to peak just above 7% Even after white-hot growth industrial rents are expected to stay steady with vacancies peaking within the year. 2) Consumer spending...