Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
In a recent LinkedIn discussion, I quoted the classic Howard Marks line: “There’s no asset so good that it can’t be overpriced and become a bad investment, and there are very few assets that are so bad they can’t be under priced and become a good investment It’s a brilliant line—sharp, insightful,...
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%.
Every private banker and real estate broker I meet assures me that a soft landing is certain and Dubai property's meteoric ascent will continue, as if we did not live through two...
There are many reasons why one could try to argue that a decent recession is on the way in the US; the economic engine room of the world. I, though, like many others, have been...
It’s all a matter of judgement… It was predictable for those of us with a few grey hairs that the woke agenda would eventually be checked by a good old dose of common sense, but...