Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
There are a few hardy souls who still want to invest in FTSE 100 stocks and, for those investors, monitoring the FTSE 100’s current valuation and forecasting its expected future price can be extremely useful.
In the past 18 years, after a series of spectacular and occasionally failed rocket launches, Elon Musk’s SpaceX has emerged as Silicon Valley’s next colossus, a once in a...
It is not news that the coronavirus has changed the real estate industry, in some cases irrevocably. The move towards home working has raised some questions over how offices will...
FTSE ST REIT Index up 823.64 to 837.43 (+1.67%) on the month update.REIT Index has rebounded c43% as of July 12 from the bottom on Mar 23, 2020.Yield spread (reference...
Income-hungry investors beware: coronavirus fallout makes High Yield even higher risk Value investing is dead! Warren Buffet knows nothing! Long live drawing random Scrabble...
With all that is distracting commentator’s attention there is one issue that is travelling below the radar, but if in years to come we look back on the Covid 19 era and the final...
There is barely a facet of life that has been unaffected by the coronavirus pandemic. One of its most visible impacts has been on the use of real estate – shops and pubs have...
Investing is about competing visions of the future. Different perspectives on the outlook at a macro, market and asset level are embedded in estimates of an asset’s value. Given...
If you think about German banking, your first thoughts are likely Deutsche Bank’s history of negative headlines and crashing stock price over the last many years. There is a...
Interpreting fund manager euphemisms.