Serious investment thinking that doesn’t take itself too seriously.
The latest thoughts from the buy side of real estate investment
Weak results have knocked 35% off Diageo’s share price, leaving its shares far more attractive valued. But is it attractive enough?
In the following monthly series of articles Oliver Ash tells the story of his initial steps in the field of real estate, how this took him overseas to a new life in Paris, how he...
With the bull market scaling new heights and global growth re-accelerating, I explained last month why this situation is likely to continue (see Why The Bulls Are Back...
Waves of political and economic uncertainty have become something of a norm for markets in recent years. Against a backdrop of significant events – from US-China trade tension to...
How to earn double-digit returns from Polish property As readers of my articles might recall we have, for many years, been earning double-digit returns from our property...
How the peaceful Gulf state became one of the dominant economies in the world in under half a century Here in the United Arab Emirates 2018 was the Year of Zayed, 12 months of...
In 2012, one of the first companies I invested in as a defensive value investor was Centrica, the company behind British Gas. It seemed like a good idea at the time. Centrica was...
The MSCI All Country World Index is up some 250% since the financial crisis. But was there ever a cycle in which investors were more skeptical about the market’s upward momentum,...
Why was our “Solving for 2019” audience less worried about recession but more cautious on equities? At our flagship annual conference for the EMEA region, “Solving for 2019,” it...
If there is one useful conclusion for investors from the crazy year that has just ended, maybe it is this: as they say in Hollywood, “Nobody knows anything.” After all, if the...