Serious investment thinking that doesn’t take itself too seriously.
One of the key issues that asset allocators (particularly Defined Contribution Pension Funds) have wrestled with is how to construct a real estate weighting that combines the traditional investment benefits of diversification and security of income with the structural elements now required e.g.,...
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The investor's conundrum. The first quarter of the 21st century has been a rough ride for financial markets and consequently for the investors that they serve. Is there any good...
The zeitgeist feels gloomy, but there is cheer from commercial real estate: the bottom is near (maybe)
At the core of the UK’s many economic problems the new government must address is the unaffordability of housing for the bulk of UK workers.
How build-to-rent communities are changing the US housing market
The S&P500 realized volatility is below 10%.
Credit spreads are super tight, and aside from some short-lived European political drama markets keep marching higher. Yet, I think macro volatility is coming back.
UBS’s acquisition of Credit Suisse was consummated just over a year ago; it has been touted as the transaction of the decade, if not the century, and for obvious reason; for CHF3 billion
It is also tempting to look backwards to see what the delivered risk premium has been on real estate over time.
Gold is immutable and permanent. It is exactly as it was when the solar system was formed billions of years ago. It does not change. It doesn’t corrode, it does not tarnish....