zLead Article

The Analyst

The corona conspiracies are unhinged – but is denouncing people all that helpful?

by Oliver Wiseman | Apr 22, 2020

The go-to tool for puncturing outlandish conspiracy theories is Occam’s razor, the principle that the simplest explanation for something is also the most likely to be true. For...

The Analyst

News from the resi front line line – part 1

by Zach Reynolds | Apr 21, 2020

According to the old Sufi tale, a man and his son lived in a valley. They were happy but very poor and they wanted desperately to change this. So, feeling entrepreneurial, the...

The Fund Manager

Time for a BS detector

by Russell Chaplin | Apr 20, 2020

In engineering, noise is a disturbance around a signal and engineers have become good at extracting signals from the noise. In investing, noise comes in many forms and...

The Fund Manager

A dividend investor’s guide to recessions, depressions and pandemics

by John Kingham | Apr 16, 2020

The economic impact of the coronavirus pandemic should not be underestimated. It is, in my opinion, likely to produce a severe recession in the UK as well as a global recession,...

Investor's Notebook

A recent Prop tech investor writes… Proptech – From Hype to Hyperdrive?

by Robert Gilchrist | Apr 16, 2020

Having recently completed proptech investments in Unissu and Dashflow, I was interested to read Andy Saull’s article, “Proptech disruption won’t hit any time soon”, in the last...

The Economist

THE SHAPE OF THINGS TO COME

by Peter Warburton | Apr 15, 2020

Incredibly, I have been involved in preparing forecasts of the UK economy for 45 years. I have a reputation for making bearish calls – occasionally successfully – but have never...

Alternative assets

Getting an edge – choosing your trainer and bloodstock agent

by David Hill | Apr 14, 2020

This is the third article in our series on how to develop an edge in the world of racehorse syndication. The first two articles reviewed the trials, triumphs and tribulations of...

The Historian

Oliver Cromwell’s speeches as Lord Protector

by David L. Smith | Apr 13, 2020

Extensive records survive of Cromwell’s speeches during his years as Lord Protector (1653-58), and they tell us much about both the man and the age in which he...

The Professor

Time for AAT

by Yolande Barnes | Apr 10, 2020

Around the world, landlords of all types are being asked by tenants, or even required by governments, to waive rents, grant rent holidays or write off arrears as tenants struggle...