Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
It is hard to write any commentary this month about anything, never mind a financial market, without acknowledging the horrendous events that have happened and are continuing in and around Israel and Gaza.
When considering the investment risks that would arise from the implementation of an anti-capitalist labour manifesto, we should start by considering both the likelihood of this...
Having completed another satisfying, successful year as a U.S.-based REIT analyst, I found myself again curious and wanting a closer look at REITs in the European continent –...
“I thought you chaps at Ruffer said that you’d never lose money for me – what’s gone wrong?” The weakness in markets reflects the passing of an inflexion point of mood: from a...
For income-hungry investors that have hoovered-up corporate debt in recent years, this really matters. Call me nostalgic, but investment grade (IG) credit just isn’t what it used...
The report is divided into the following sections: 1) A summary of 2018 performance The table below, shows the average 2018 performance per mandate, and is ranked by 2018...
As we ended 2018, I noticed a quite compelling place that REITs serve in a well-balanced diversified portfolio. While Real Estate Investment Trusts (commonly referred to as...
The American economy is booming thanks to President Trump’s pro-growth policies, and now the President can set his sights on ensuring that prosperity reaches every nook and...
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) has increased from 767.98 to 783.05 (+1.96%) compared to my last post on Singapore REIT Fundamental Comparison...
The U.S. hasn’t seen a large and protracted trade war since the early 1930s, which coincided with the Great Depression. With the U.S./China trade war escalating through most of...