Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
What if, the companies which had gained the most in the stock market in recent months and years had a positive impact on property prices and rents in the areas in which they operate?
I have to say, my optimism in the future of Uk commercial offices has become rather soggy to say the least. The news that Brookfield has placed its trophy asset at...
To be clear, and to contradict the popular narrative in the West, China does not have a property crisis.Rather, it has deliberately engineered a collapse of the property...
My father always encouraged me not to join a political party, nor to reveal my voting preferences for fear of being unable to engage across the political spectrum.
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...
All that glitters is (curerntly) gold – I cover the current attraction around Gold and question whether it has the potential to climb further.
Thank goodness sense has prevailed and the Government has withdrawn its ridiculous attempt to take the non-executives overseeing Carillion to court for alleged failures....
I read with interest the recent article suggesting that paying “marriage value” to freeholders was unfair to leaseholders when enfranchising their flats. It is a ridiculous and...
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.
The new year is a time for both reflection and anticipation. It seems to me it is one of the most important of years to do both thoroughly. 2023 is described by many of my...