Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
Sometimes reality bites back at Trump, but not always. During the 2024 campaign, the stock market typically reacted favourably to good polling news for Donald Trump, and it surged after he won. But since Trump took office, the stock market has been down quite a bit, lower than it was before the...
Originally published May 2022. In the context of work, the digital divide has become less about access to devices and connectivity and more about skills and mindset. Many...
It’s time to bring life sciences real estate to investors. 2021 was the year of life sciences real estate and we did three research projects one after the other on this...
Originally published September 2021. The value of a creation is only that which we give it. Millions of people across our planet fervently believe in the righteousness of their...
Another instalment in a series of articles detailing how to design a secure, income-producing portfolio When there is a market disruption, whether it’s a major crisis or a...
5th June 2022. FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 853.56 to 820.69 (-3.85%) compared to last month's update. FTSE REIT Index is...
Originally published April 2022. The skills needed to identify market opportunities are very different from those required to convince stakeholders of the validity of your view....
Originally published May 2022. Greenpeace has finally woken up to the fact that bitcoin is wasting vast amounts of electricity and something should be done about it. They are...
Originally published November 2020. When 2020 dawned, no one could have fathomed what eventually would envelop the world and define how history will remember it for future...
This month, the Bank of England will celebrate 25 years of independence. For the past quarter of a century it alone, and not Her Majesty’s Government, has been responsible for...