Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
In previous market meltdowns, and as, once again, global systems, which have delivered prosperity, threaten to unravel, a humorous question asked on London trading floors was “Bottled water and land in New Zealand anyone?” Might this question be again on the lips of investors? The U.S. has started...
A friend of mine was bemoaning his recent travel experience in Berlin, apparently one of his favourite European Cities. He had not been for several years and was drawn to a...
The medieval knights of Europe wreaked havoc on the Levant’s kingdom of heaven in their quest for the holy grail. The leveraged gunslingers of Wall Street wreak havoc in...
Lehman Brothers was a legendary Wall Street partnership before a civil war over bonuses between its bankers and traders forced its sale to American Express in 1984 and led to its...
The average member of the RICS – the institution that regulates standards, values, and protocols across the profession – must be holding their heads in their hands right now. Has...
In recent years the stock of care home beds has barely increased in the UK. Whilst there has been new supply created from new developments, and the very occasional...
After years of asset price growth underpinned by ultraloose monetary policy, the party for commercial property seems to be over. A confluence of adversity is hitting the sector....
"The Levelling Up and Regeneration Bill" is making its way through the legislative process and is now in the House of Lords. As one would hope from one’s government, there is a...
Another instalment in a series of articles detailing how to design a secure, income-producing portfolio Consider a hypothetical baby boomer named Chuck Price, an optometrist who...
Chaotic systems can be described in many ways but the one I remember from my youth was dubbed ‘the butterfly effect,’ Loosely put, it describes the phenomenon that the flapping...