Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
All that glitters is (curerntly) gold – I cover the current attraction around Gold and question whether it has the potential to climb further.
We all need reminding of why investment returns are so important for so many in the private sector. Until the 1980s most employees retired on pensions provided by their employers...
When I was a boy, there was a programme on the telly where a smiley Arthur Askey interviewed ‘ordinary people’. It was more of a challenge than a conversation – if the...
A recent survey by valuation and research specialists Wüest Partner Germany provides useful insight into the range of real estate funds currently available for German...
The world has been turned upside down by this pandemic, along with the prospects of many companies. Perhaps some of your own holdings have soared to unexpected highs, or...
The European real estate market environment remains incredibly uncertain. While the severity of the current recession is significantly worse than the global financial crisis,...
‘New’ economy stocks have surged over the past five years, but unfashionable value may be about to have its moment in the sun. US internet shares have been roaring ahead,...
“Back to life, back to reality” – prescient words written by Mr Jazzie B. OBE for his number one hit in the summer of 1989. Industries, livelihoods and, undoubtedly, future...
Governments and central banks have had to resort to intervention on a massive scale – there will be a price to pay for the distortion caused. Consequences. It’s always about the...
Real estate probably isn’t one of the first industries that comes to mind when thinking about climate change – but it should be. Globally, the built environment is responsible...