Serious investment thinking that doesn’t take itself too seriously.
The new year is a time for both reflection and anticipation. It seems to me it is one of the most important of years to do both thoroughly. 2023 is described by many of my friends and business associates as one of the hardest of their lives. Even supposedly after COVID (although of course we are...
The last few weeks has seen a great deal of ideological navel-gazing; from the end of globalism to the cancellation of capitalism, pundits are convinced this time is different,...
The price war between Saudi Arabia and Russia has wreaked havoc on the global crude oil market. Brent crude, $74 a barrel just after the US drone hit on Iran’s General...
The property industry faces a ‘U’ shaped recession, which will lead to investors reshaping portfolios with liquidity in mind. In early April, the PMI indices from IHS...
Since the financial crisis in 2008, interest rates have been low and borrowing costs for commercial property similarly low. With such low rates, relatively high yields...
It is axiomatic of crises that things happen too quickly for decision makers to be able to plan ahead. Well they better be planning now. Desperate measures, little different to...
This is the second article in our series on how to develop an edge in the world of racehorse syndication. The first article reviewed the trials, triumphs and tribulations of...
Germany’s residential market remains buoyant, despite deals taking longer to go through due to an operational slowdown in the wake of the COVID-19 pandemic. ‘The market hasn’t...
When the elements speak, elemental forces are unleashed, and it is important, in the middle of this storm, to capture the right tone of voice. Any false attempt to give...
At some time last year, a bat passed on a mutated virus to a trafficked pangolin (a scaly ant-eater) in a wet market in Wuhan, China. Now, that same virus has spread...