Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
When the topic of an afternoon drinks in Mayfair after a rather splendid Christmas buffet with an investment bank was (the failure of) the audit of real estate companies, you know there is a big problem.
August was the first down month for the S&P 500 Index since February. Given that the market has managed a gain every month since and even including March, the month that Silicon Valley Bank collapsed at warp speed, it was perhaps due a well-earned summer break to rest up before a further push higher as the days shorten.
Any organisation, be it commercial or not-for-profit, needs to have a property strategy - a formal document that sets out how that entity considers its operational and, as...
Blackstone (BX) was founded with $500,000 in 1985 by two Lehman partners after a civil war at the I-bank forced its sale to American Express. BX had a meteoric rise from a small...
Originally published July 2023. Another instalment in a series of articles detailing how to design a secure, income-producing portfolio. It was in the most unlikely of locales...
Originally published July 2023. Some listed Propcos are now a "buy" and here's why... It is ironic that the thing the listed property sector seems to need more than anything else...
Originally published July 2023. The professional classes are currently, and rightly, obsessing about the impact that AI will have on the service sector as ChatGPT gets...
In exactly twelve months, the Paris Olympics and Paralympics will be finishing. Between now and 8 September 2024, France will enjoy an exceptional sporting year. For starters,...
Three generations of Gulf Arabs have been enraptured with German luxury auto brands like Mercedes, BMW, Porsche and Audi. But please, please, do not fall in love with German...
Over the last few years, Vodafone’s share price has fallen from 240p in 2018 to about 73p today. At the same time, its dividend yield has grown to more than 10%.