Serious investment thinking that doesn’t take itself too seriously.
Ask any real estate investment manager about their main drivers of long-term performance, and they will likely present their Megatrends overview, though it may go by a different name. This will cover the enduring factors that most influence demand through cycles. If pushed to pick what...
It's all still to play for in the upcoming German elections, which will see Angela Merkel bow out after 16 years at the top. Now that the competing political parties are allowed...
Ningbo-Zhousan may not exactly be a household name, but find something in your house made in China and it’s quite likely it was delivered from there. Ningbo-Zhousan, which...
What the humanities will tell us about Covid in years to come. After almost two years – and an extraordinary global hiatus whose impact remains as yet unclear – it is...
Fifty years ago, on 15 August 1971, President Richard Nixon announced that the US government would cease honouring its pledge to pay gold to redeem the dollars held by foreign...
What will inflation be for 2021? Forecasts of inflation on the order of 3% or a bit more are common. They are low. There are various measures of inflation, all with advantages...
Recovery will take more than street parties and more bins. For politicians and pundits, the death of the British high street has long been a refrain. The pandemic has...
Jerome Powell, Chairman of the Board of Governors of the Federal Reserve System, has said that the current uptick in inflation is temporary and he expects inflation to...
A casual geographic inspection of property yields across the UK’s CRE – inclusive of its PRS – reveals a premium not merely outside London, but the entire South. To be clear,...
Everyone is talking about inflation. And rightly so. The consumer price index (CPI) grew by 5.4% from June 2020 to June 2021. That is a far cry from double-digit inflation....