Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
As investors start looking forward to a new US President next year, they are trying to assess likely policies. Trump and his MAGA campaign have been reasonably explicit, while the Democrats have been more circumspect, but both look likely to continue the sanctions on China. And that will be a...
Originally published April 2021. Inflation is in the news again. Many prices are rising even before we can physically get out and spend, and governments are pouring vast amounts...
Is this the digital worlds last frontier? "We are all now connected by the internet, like neurons in a giant brain" –Stephen Hawking Looking at a map depicting global internet...
A casual geographic inspection of property yields across the UK’s CRE – inclusive of its PRS – reveals a premium not merely outside London, but the entire South. To be clear,...
Originally published January 2021. A few months ago I came up with a simple way to categorise companies and their shares based on their most important attributes. For me, those...
There is a tendency to over-emphasise China at the expense of a full appreciation of the activities of other foreign actors, including entities from the European Union....
Originally published January 2021. Real estate distress cycles generally offer rich pickings to investors, but that’s unlikely to happen this time – and here’s why. This article...
Last week, I went to an airport. This was my first time since February 2020 – a period of over 500 days. I felt both excitement and trepidation at revisiting this once...
Could this provide a ‘Goldilocks’ scenario? Economic commentators and central bankers seem at last to be taking inflation risk seriously, rather than assume that current...
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 849.11 to 868.08 (2.23%) compared to the last monthly update. Currently the Singapore REIT...