Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
The day after Thanksgiving is known as ‘Black Friday’ in the USA and I am confident that most people have no idea why it is called that. So, for those who don’t know, let me tell you.
Common difficulties and how to avoid them Real estate investment trusts (REITs) are a favourite asset class for income seeking investors looking for regular dividends. However,...
Above-average returns seem likely for the FTSE 100 Over the last 25 years or so, the FTSE 100 has repeatedly zig-zagged between 3500 and 7000, swinging back and forth between...
When the Governor of the Bank of England speaks, it is always worth listening to, and he is on to something when he writes about market liquidity; he is surely right to flag the...
In the face of declining retail property values and highly leveraged companies, a new structure might be needed Real Estate Investment Trusts (REITs) have been a huge success...
Politics, emigration and the modern family are only a few of the challenges of wealth and succession planning today There is no lack of data on the vast, and growing, amounts of...
The percentage of unprofitable companies listing on public markets has never been higher. Percentage of US IPOs which are loss-making This is the year of the tech unicorn IPO. So...
Poor old Sainsbury’s. Its share price is currently lower than at any time over the last 25 years and appears to be in free-fall. But how can this be? Surely Sainsbury’s is a...
‘If membership of the Eurozone had been confined to the original ‘Deutschemark Block’ - Germany, France, Holland, Belgium and Luxembourg which met the Euro’s initial convergence...
Have you been to The Bahamas? I was just in beautiful Nassau. And there’s no description for those waters other than 'exquisite.' In fact, it's hard to take your eyes off of the...