Serious investment thinking that doesn’t take itself too seriously.
UK commercial real estate (CRE) valuations are languishing at post-COVID lows, amid fears the sector faces “banking covenants being breached” and struggles with regard to occupancy. In this short article, we draw upon new Toscafund research which simply dismisses all such concerns. From the...
REITs are becoming what they always should have been: low-leveraged balance sheets and long-term income streams with a sustainable, growing dividend Three features stand out for...
Suddenly the alternative assets world has become much more difficult. Three fund management companies, GAM, Woodford and H20, have scared the little cotton socks off investment...
Global financial markets seem increasingly disconnected from real world events – keep your eyes on the macro trends I’ve spent 35 years in finance, and much of the market...
John McDonnell has promised that a Labour government would reduce the average full-time working week to 32 hours within a decade, with no loss of pay. This would allow many...
How seriously should we take warnings that prices could fall by a third or more? It goes without saying that we are in a period of extreme uncertainty. The main cause, of course,...
Against a backdrop of Westminster turmoil, the British economy has proven itself to be more robust than many predicted. But with many expecting a global economic downturn, it’s...
Tim Green speaks to Caroline Rouse, chief financial officer at Noé Group Caroline Rouse has more than 25 years experience as a finance director within the commercial and...
Episode one of our new crime thriller serial, set in the world of property Will Rohm was hoping his drive north would be fast and uneventful and that this case would be...
With British Land and Landsec both reputedly ripe for new leadership, how do the legacies of chiefs Chris Grigg and Rob Noel compare? And what’s next? Ignore gallery chatter that...