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The Fund Manager

The capital allocators examine trends in the sector

LATEST ARTICLES

Golden Oldie

Bulls vs bears

by John Kingham | Sep 29, 2021

The FTSE 100 and S&P 500 are trading at very different valuation levels. US and UK large-cap investors have had very different experiences since the crash of 2009. Over these...

Golden Oldie

Strong recovery underway

by Brad A Bohl | Sep 28, 2021

But what challenges await the US and the wider world? Over a year after the Covid-19 pandemic spread across the world and crippled economic activity, a recovery is underway. The...

The Fund Manager

Da scheppert nix (Nothing rattles there)…

by Martin Schwarzburg | Sep 23, 2021

… was a famous quote of appreciation attributed to Martin Winterkorn, Volkswagen's former CEO, when closing the door of a KIA sedan at a car exhibition a few years ago. While Mr...

The Fund Manager

Letter from Paris: la rentrée 2021

by Andy Watson | Sep 23, 2021

Back to school, back to work, back to life. La rentrée means much more than just ‘back to school’. The word also signifies a return to social and professional normality...

Golden Oldie

A tale of two Josephs

by Michael Shaoul | Sep 22, 2021

The Biden administration may yet rue its tax and spend agenda. Writing a year ago, during the uncertain early days of the pandemic, we predicted that the US government would come...

The Fund Manager

Climate rollercoasters and Southern Africa’s double whammy

by Martin Schwarzburg | Sep 8, 2021

“Rain does not fall on one roof alone.” (African proverb) Albeit debating the reasons along ideological lines, the world is getting to grips that climate change is an undeniable...

Golden Oldie

The outlook for CEE commercial property

by Ben Habib | Sep 1, 2021

Poland offers attractive investment possibilities post-Covid. We have now undergone a year and half of unprecedented interference in all aspects of our lives including, of...

Golden Oldie

The golden anniversary of a Paris property pioneer

by Andy Watson | Aug 17, 2021

Originally published April 2021. This year, a Paris property pioneer celebrates 50 years living and working in France. In half a century of developing office properties, the...

The Fund Manager

Sub-Saharan housing markets

by Martin Schwarzburg | Aug 16, 2021

What Blackstone's recent US housing deals tell us. In late June 2021, Blackstone acquired Home Partners of America Inc (HPA), a company owning roughly 17,000 single-family homes...