Serious investment thinking that doesn’t take itself too seriously.
Washington, DC is going through its annual budget charade. The US Congress is no longer capable of approving individual budgets and appropriations. Instead, a handful of leaders make omnibus deals among themselves and demand the people’s representatives rubber-stamp the result. Otherwise, the...
What will be the lasting impact of the stamp duty holiday announced in July by the UK chancellor, Rishi Sunak? The holiday has been great for the vast numbers of purchasers who...
Here at CBRE Global Investors we are knee-deep in our semi-annual ‘global house views’ process, where we update all our real assets forecasts, risk-adjusted returns, model...
The late Anwar Sadat, when president of Egypt, called 1973 his autumn of destiny. I call 2020 my autumn of destiny because four of the world’s top software/fintech will go public...
There is talk that working from home has become so ingrained and old working arrangements so untenable in this new, socially distanced world that it will force city-centre...
With yields averaging 3.35%, the asset category ‘multi-family housing’ is moving out of the ‘alternative’ sector and becoming ‘core’, according to property adviser Savills....
Rapid changes are under way across the spectrum of different asset classes, and investors will need to adapt their approach. Investors are working hard to assess what recent...
BACKGROUND There has been much discussion and commentary concerning the presumed, hoped for, and anticipated days when we are in post-pandemic times. Questions abound, such as:...
The A-level exams were cancelled in March in response to the spread of COVID-19. Subject grades in the UK were originally awarded according to a teacher-assessed ranking of...
City centres and suburbs have been subject to both centripetal and centrifugal forces in modern times. During the first four decades after World War II, rapidly growing...