Serious investment thinking that doesn’t take itself too seriously.
Why it’s so hard to run a sustainable innovation-focused restaurant For over a decade, Noma in Copenhagen has been one of the standard bearers of the high-end culinary world. This 'New Nordic' restaurant made its reputation (and obtained its three Michelin stars and position in the World’s 50 Best...
The equity rally is likely just the start of a volatile adjustment to a new fundamental reality. “Investors who sit out now could miss a chunk of this year’s returns.” Those were...
Not as glamorous as Brooklyn, as cool as Staten Island, or as private as Manhattan… ”* *In the headlines this morning Bit of jolt to stock market’s yesterday – US Retail Sales...
“I was going to buy you a thousand red-roses my darling Mrs Blain.. but they were a bit expensive.. ” In the headlines this morning:...
Last week, polling for CapX found broad agreement that there is a housing crisis in Britain, though people in all regions thought it was less bad in their local area, with...
Supermarket Income REIT (SUPR) reported strong H119 earnings growth on the back of its growing portfolio, contracted RPI-linked rental uplifts, and well-controlled costs. The...
PART I: The Global Macro Factors Time and again, I am asked: What about the future? What can you tell me about what will happen tomorrow? Next week? Next month? Next year? ...
When considering the investment risks that would arise from the implementation of an anti-capitalist labour manifesto, we should start by considering both the likelihood of this...
As the political, financial and cultural centre of the United Kingdom, is London too dominant? This report explores how London's relationship with the UK has changed and sets out...
The availability of German real estate has fallen, illustrated by a 5.3% year-on-year decline in 2017 residential permits. Since then, there has been little to no movement, with...