Serious investment thinking that doesn’t take itself too seriously.
After a Bank of England warning in April, you could be forgiven for thinking the whole $8 trillion Private Equity market and the even faster-growing Private Credit market is about vanish up its own fundament in a massive market meltdown of the worst order since 2008! Run for the hills!… Er…...
Given the lack of relatively significant news in the wine market, this is the first report since early in the second quarter of the year. In fact, it is fair to say that the...
Since the industrial revolution, energy consumption and production has played a central role in economic development as it has set a path for many countries to move from a...
The morning after Trump was elected, people in my university class were crying. Fair enough, you think: you’ve heard about the emotional fragility of today’s youth, and...
In this very special series of exclusive articles for the Property Chronicle, Australian property legend Norman Harker reflects on his extraordinary 50-year life in real estate....
The global monetary and fiscal stimulus implemented since the coronavirus erupted has been sizable, and policy-makers have acted with unprecedented speed. While it is recognised...
The world has been turned upside down by this pandemic, along with the prospects of many companies. Perhaps some of your own holdings have soared to unexpected highs, or...
On 12 October 1864, Chief Justice Roger Taney, author of the Dred Scott decision, passed away. Abraham Lincoln (finally!) had the opportunity to replace that man. There was never...
Predictions for prolonged British misery are based on fears of a no-deal Brexit and a pandemic second spike – but both risks carry little economic downside. When any economy...
Industrial and logistics (I&L) REITs in the Pacific Rim played an added-value and strategic role in multi-asset portfolios, according to our new analysis published in the...