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Golden Oldie

When do strikes work? History shows the conditions need to be right

by Christopher Massey | Sep 22, 2023

This article was originally published August 2022. There has been a significant decline in union-led strike action in the 21st-century UK. But with average public sector pay increasing by 1.5% between March and May 2022 (versus 7.2% in the private sector) and households facing a cost of living...

Golden Oldie

Home is where the heart is…

by Paul Stewart | Aug 6, 2023

And where PRS and PBSA are. Originally published January 2022. Across Europe, residential property is typically an emerging institutional asset class. Although at the national...

Golden Oldie

China’s slow march to normalisation

by Kelvin Lam | Aug 6, 2023

Originally published December 2022. Investors should be concerned about socio-political development in China as it has profound economic and geopolitical implications that will...

Golden Oldie

China’s declining working-age population

by Sabina Reeves | Aug 6, 2023

Originally published October 2022. How it could elevate role of Vietnam and robotics in global supply chain China’s population reached 1.45 billion in 2022 and is forecast to...

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...

Golden Oldie

My clash with BBC Newsnight’s Emily Maitlis

by Ben Habib | Jul 23, 2023

This article was originally published in October 2019. Saying I favour a no-deal Brexit in order to buy property cheaply after a resulting crash was wrong – and illogical....

Golden Oldie

The Boat Race

by Ollie Bristowe | Jul 23, 2023

Originally published June 2021. What do you mean, which boat race? There is only one: the Oxford Cambridge Boat Race on the Thames. The Boat Race experience is binary. Seven...

Golden Oldie

John le Carré: novelist of the moral battlefield

by William Cash | Jul 23, 2023

Originally published February 2021. A novelist in our post-God world where ideology has so often replaced faith, and where the very value of truth and what constitutes betrayal...