zNewsletter

The Fund Manager

Bottled water and New Zealand land anyone?

by Forbes Elworthy | Apr 28, 2025

In previous market meltdowns, and as, once again, global systems, which have delivered prosperity, threaten to unravel, a humorous question asked on London trading floors was...

The Analyst

The fate of federal buildings

by Robby Mulcahy | Apr 28, 2025

As the government's office portfolio faces dramatic cuts, what opportunities and challenges lie ahead? The Washington news cycle moves quickly, with major updates emerging almost...

The Analyst

Making office to residential conversions work – a developer’s tale

by Juan Salas Romer | Apr 28, 2025

Connecticut-based developer Juan Salas-Romer writes a first hand account of his conversion of a historic office building into apartments. In 2014, I stepped into a...

The Fund Manager

Cheap doesn’t always mean value

by José-Luis Pellicer | Apr 14, 2025

In a recent LinkedIn discussion, I quoted the classic Howard Marks line: “There’s no asset so good that it can’t be overpriced and become a bad investment, and there are very few...

The Analyst

Sentiment can be overrated: Trust cannot

by Phillips P. Obrian | Apr 14, 2025

Generally I am only a modest believer in the role of sentiment in foreign affairs. Things like pride, hurt feelings, etc can make a difference (more than realists understand, for...

The Economist

The Rolex problem: UK manufacturing

by Savvas Savouri | Apr 14, 2025

As “problems” go, being told you are on a very long waiting list to buy an expensive Rolex, is up there as the foremost, of first world “frustrations”. Well, we need keep the...

Head Of Research

British steel: Nobody joined the dots

by Bill Blain | Apr 14, 2025

“The finest steel goes through the hottest fires. It feels no pain, no pity, no remorse, but stays sharp and ready.” After the last few weeks of tariffs, Trump and tech...

The Analyst

Today’s letter will explore Greenland’s potential as a real estate market by profiling a new real estate investment firm, Terra Boreale Ventures, which seeks to capitalise on these opportunities by sponsoring real estate projects at the fringes of American adventurism.

The Fund Manager

Did Saudi Arabia just signal a 2015 scale oil price crash?

by Matein Khalid | Apr 7, 2025

It took Tariff Man and the high priests of MAGA exactly two months to achieve his macroeconomic trinity: A collapse in the price of money, the price of crude oil and the US...

LATEST ARTICLES

Find out more about our Subscription plans here

Or sign up below

Premium

Premium + Print

OUR PARTNERS