Serious investment thinking that doesn’t take itself too seriously.

HOME

ABOUT THE CURIOUS INVESTOR GROUP

PARTNERS

TESTIMONIALS

CONTRIBUTORS

MAGAZINE ARCHIVE

-- CATEGORIES --

GREEN CHRONICLE

PODCASTS

THE AGENT

ALTERNATIVE ASSETS

THE ANALYST

THE ARCHITECT

ASTROPHYSIST

THE AUCTIONEER

THE ECONOMIST

EDITORIAL NOTES

FACE TO FACE

THE FARMER

THE FUND MANAGER

THE GUEST ESSAY

THE HEAD HUNTER

HEAD OF RESEARCH

THE HISTORIAN

INVESTORS NOTEBOOK

THE MACRO VIEW

POLITICAL INSIDER

THE PROFESSOR

PROP NOTES

RESIDENTIAL INVESTOR

TECHNOLOGY

UNCORKED

The Fund Manager

The capital allocators examine trends in the sector

LATEST ARTICLES

The Fund Manager

Dubai gets tough on private bankers

by Matein Khalid | Aug 14, 2023

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...

The Fund Manager

UK set to outperform the US

by Undercover Investor | Aug 14, 2023

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...

The Fund Manager

RICS must learn the Alison Rose lesson

by Undercover Investor | Jul 31, 2023

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...

The Fund Manager

FX today

by Matein Khalid | Jul 31, 2023

2022/23 convinced me that fairytales only happen when I trade emerging markets FX, other than the Lizzie/Rishi's sterling bungee jump last September. But then Britain is now an...

Golden Oldie

New Normal

by Mark Tinker | Jul 29, 2023

Originally published May 2023. Emergence of new currency blocs will change everything There is a growing feeling that the economies of the west are going through some form of...

Golden Oldie

Buffett likes Japan, and so do I…

by Matein Khalid | Jul 29, 2023

Originally published June 2023. When the shōgun of value investing in Japan says "jump," my only possible response is "Hai, sensei! How high?” So, it is no coincidence that when...

Golden Oldie

The Annington debacle

by Undercover Investor | Jul 29, 2023

Originally published June 2023. Is anyone else uncomfortable with the recent legal judgement that says the Ministry of Defence (MOD) can enfranchise 8 “test properties” from the...

The Fund Manager

Porkies, moodies and overall lies

by Savvas Savouri | Jul 24, 2023

Whopping pork pies. If my Cypriot dad wanted to identify someone as “loose with the truth,” he would call him a Pattihari - Pattiha being the word for watermelon in the...

The Fund Manager

Investment banks need to change

by Undercover Investor | Jul 24, 2023

My immediate response to the news that Lazard, the boutique investment bank, is to cut 10% of its staff amid a “dealmaking chill,” is that they should cut 10% off the fees they...