Serious investment thinking that doesn’t take itself too seriously.
Our Heads of Research look up from their data and shed light on the direct property investment universe
Ask any real estate investment manager about their main drivers of long-term performance, and they will likely present their Megatrends overview, though it may go by a different name. This will cover the enduring factors that most influence demand through cycles. If pushed to pick what...
How we think about the past influences how we think about the future, including what lies ahead for real estate. With many medium and long-term trends at play, not the least the...
Geoff Colvin wrote “The Upside of the Downturn” in the depths of the Global Financial Crisis. Few people were writing optimistic business books in 2009, so this one stands out....
Global credit standards are set to tighten further in response to the recent bank funding turmoil, as suggested by movements in bank share prices and financial conditions during...
Though a correction in values is firmly underway for European commercial real estate markets, we believe the worst is yet to come. This also means the best buying opportunities...
Falling property prices and mortgage approvals since last autumn are the start of a sustained correction in the housing market, in our view. An average of the Nationwide and...
Real estate is a relationship business. It is sometimes an ego business. And it is often an emotional business. So making the case that data-driven analysis should drive...
We are now a year on from the first central banks shifting into tightening mode and raising policy rates to bring inflation back under control. This central bank tightening trend...
Originally published June 2022. (Even though it might eventually cease to exist.) Japan's death rate exceeds its birth rate, prompting speculation that the country could...
Originally published 16 March 2021. Being a child in the 1960s was Utterly Brilliant. It was all so exciting – because we all knew we were going to space. The theme music from...