Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
The centre of Paris, like many cities in old Europe, was not designed for the motor car. Napoléon Bonaparte conceived the arcaded Rivoli walkway in 1802, naming it after his victorious battle near Turin. In 1855, the east-to-west Rivoli artery was finally finished by Baron Haussmann. It was built...
Consumers won’t turn back from e-commerce now – so what do institutional investors need to know about the logistics property market? The influence of e-commerce on the daily life...
Why low bond yields may mean you need to rethink your portfolio construction. The future looks even more uncertain than usual. Normally uncertainty translates into lower asset...
This article was originally published in October 2020. I am ashamed to admit that after ten years living in UAE, I think I care less about my home country than I did. I love so...
Whatever the coronavirus has done to the global economy, the effects are likely to be fairly short-term – aside from in aviation. At the start of 2020 we were convinced it would...
I believe it is now time to bottom fish in Singapore property developers and selected REITs on SGX. Why? One, Singapore benefits from US supply chain reconfigurations away from...
This article was originally published in autumn 2019. I’m sure you will know that well-known fund manager Neil Woodford has recently fallen very much out of favour with...
With offices, hospitality and retail all on the slide, industrial property looks set to become the best bet in global real estate. While much of the global property market is in...
The nation is bouncing back faster than most in Europe and is increasingly attractive to investors. Those looking for a glimmer of success amid global difficulty – and a good...
Source: Ruffer, MacroHistory database, TS Lombard Chancellor Sunak will need a Plan B. The coronavirus pandemic has hit public finances like a war. Across the world governments...