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I regularly fly with KLM from Minneapolis to New Delhi, and always stop over in Amsterdam. I am frequently in Minneapolis for research and this is my route to go home to take a break from work. I have done the journey so many times that I know almost all the shops at Schiphol inside out. However, one time in summer 2019, the predictability was broken when I missed my connecting flight to New Delhi. I was tired, hungry, sleepy, and the customer-service counter was closed. I had the choice to make... Read More >

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Hedging your bets. As the rhetoric around inflation has increased, so too has scrutiny around commercial property, an asset class typically perceived to offer an inflation hedge. First, there are questions around what measure of Read More >

I regularly fly with KLM from Minneapolis to New Delhi, and always stop over in Amsterdam. I am frequently in Minneapolis for research and this is my route to go home to take a break from work. I have done the journey so many times that I know Read More >

Am I availing myself of any old sterling excuse? In the interregnum between voting to leave the EU and actually doing so, I claimed the UK’s final exit would prove largely seamless. And, in being seamless, it would completely remove the Read More >

With the population moving to the US’s South and West, investment opportunities have followed. Nearing my retirement, I am considering some of the investment lessons I have learned along the way. One of the most significant is the Read More >

Cities are central to property performance and the largest cities are seen as hugely important by investors. But the pandemic has turned many received ideas about real estate on their head and we think that performance in these large gateway Read More >

In June 2020, after 80 days of complete ‘confinement’, I wrote a piece about the “Coronavirus Time Machine”. Inspired by too much lockdown Netflix, the imaginary construct was that the unique pandemic moment could either rewind or fast Read More >

When a clumsy attempt to muzzle German business journalists backfires. We always get slightly nervous at REFIRE when Germany goes all bullish on the stock market. It's not that we don't believe in the stock market as a source of capital and Read More >

On 23 October 2019, the Russian Federation organised the Russia-Africa Summit to initiate greater cooperation between Russia and the sovereign states of Africa. The summit established a formalised partnership to strengthen existing and potential Read More >

Investors have divided into two camps. Those who believe inflation will subside and the rise in prices will prove temporary, and others who fear we are entering a period of high sustained inflation reminiscent of the 1970s. Source: Office of Read More >

We must build less. As the built environment takes centre stage at COP26, the scale and urgency of the climate crisis and of the industry’s responsibility to address it comes into focus. A recent report from the Read More >

An impromptu decision reveals new angles in real estate research. A few years ago, I heard of a survey in which people were asked what language they would most like to learn. I expected the result to be Mandarin or Spanish or similar, but Read More >