Serious investment thinking that doesn’t take itself too seriously.
Throughout my career analysing real estate markets, I've observed how technological shifts create both disruption and opportunity. Ten years ago, real estate investors urgently needed to develop a nuanced understanding of how e-commerce would reshape outcomes in both retail and logistics markets....
These words are written soon after the end of the UK’s work protecting – what many claim was a ‘true’ job data distorting – furlough scheme. They come in the midst of a...
Falling below the red lines. Evergrande, the most indebted real estate company globally, faces mounting bankruptcy risks as the company has defaulted on payments and...
It’s still all to play for in the REIT sector. I make no apologies whatsoever for repeating much of my mantra for the quoted REIT sector this year. The themes remain...
Why these obscure products could cause the next global financial crisis. At the heart of the global financial crisis of 2007-09 was an obscure credit derivative...
… was a famous quote of appreciation attributed to Martin Winterkorn, Volkswagen's former CEO, when closing the door of a KIA sedan at a car exhibition a few years ago. While Mr...
This morning has seen something of a different event, but it has given us an insight into the thoughts of the Bank of England. This is because QuickBooks arranged an 'Ask the...
There’s a faded silver cup on my bookshelf. If you look closely at it, a faded imprint reads 'eSpeed: We Are Markets'. I received it at a securities industry trade show in the...
Europeans and other Western nations have dominated automotive excellence for over a century. Whether it's the satisfying thud of the door closing on a Volkswagen from Wolfsburg...
In a fortnight, after a year as president elect, I will become the new president of the RIBA. It is a job I never thought I would want to do – and for many good reasons. Not ...