Serious investment thinking that doesn’t take itself too seriously.
The great debate continues over Flaco the eagle-owl spotted recently flying around our home on New York’s Upper West Side, a year after he got loose from the Central Park Zoo: should he continue to roam the city freely, feeding on rats, or should he be put back in captivity for his own welfare?...
We are starting to appreciate some of the damage that the Covid-19 crisis is doing to the economy but in the western world the first warning lights came when stock markets...
Poland’s commercial real estate sector has just recorded what some reporters are calling it's "best-ever" first-quarter, which is quite something to achieve over the...
An inevitable consequence of the Coronavirus will be the acceleration or magnification of existing trends – be it towards home working or the intensification of the shift from...
WE ARE TOLD that China is a challenge for the West, that its emergence as an economic power is a “Sputnik” moment for American leadership and will affect UK...
Dear Friends and Colleagues, 1. Will agriculture finally out-perform energy? This Commentary explores the likely pathways of food vs. energy commodities in the 2020s and ‘30s. It...
For most of human history matters of life and death lay almost entirely outside the material world. Saving a life at any cost feels to most of us like a moral imperative, but the...
The Stamp Duty and BREXIT issues that have beset the UK housing market for the last 3 years feel like a walk in the park (no pun intended) when compared to the current economic...
“The economic mechanism of Europe is jammed.” - J M Keynes [1] The Dutch finance minister Wopka Hoekstra is somewhat brazen. Like his German counterpart, he...
veryone agrees that people’s life and wellness are more important than GDP figures. But GDP figures are not only the invention of cold-hearted economists with nothing but...