Serious investment thinking that doesn’t take itself too seriously.
A lousy summer, an unsatisfactory conclusion to The Ashes, for us, wrapped up warm for the first day of the football season, and a job following the quoted real estate sector. Happy? Hmm… So, rates up means REITs down, but the volatility over the past few months and indeed year has been like...
As a group, UK housebuilders have produced astonishingly good financial results over the last decade. This has given their shareholders equally astonishing returns, with average...
After a difficult year for the global economy, is the turning point drawing close? Twelve months ago, many in the property industry were concerned about an approaching downturn for...
The demise of high street retailing in the UK has been a subject of national concern for some time – and even mainstream TV and radio has covered the issue from a variety of...
A political leader who has just secured a large majority has rarely regretted doing too much, too quickly. Boris Johnson’s extraordinary opportunity for radical reform of the...
Pumping cash into the economy was meant to make us all better off. Instead the money got locked into stocks and bonds to enrich the wealthy, while austerity made everyone else...
It was the best of times, it was the worst of times. Charles Dickens’s chronicle about Paris and London at the time of the French Revolution in the 1790’s captures my feelings...
Could this year be an inflection point for three key structural trends in the UK and European real estate markets? The evolution of the European real estate markets is...
Policies, events and innovations intend to deliver predefined goals or solve existing problems, but unintended consequences often determine the outcome. Hence traders thrive on...
The markets go from strength to strength as the real world around them struggles to stay standing – surely this can’t last? There’s a childhood game, whose name changes each...