Serious investment thinking that doesn’t take itself too seriously.
Since the UK General Election, I have been encouraged by the ambition for more devolved decision-making. What I am being told is that the combined regional authorities will not only execute, but frame much of government policy on the ground.Time will tell what this adds up to in practice and,...
Around the world, landlords of all types are being asked by tenants, or even required by governments, to waive rents, grant rent holidays or write off arrears as tenants struggle...
The world has been pretty dire in recent weeks. Seemingly out of the blue, the hard-earned gradual improvements that is human affairs came to a sudden chaotic stop. At...
This post argues that the new Governor of the Bank of England is wrong to address the Bank’s role in the crisis through the prism of traditional ‘price stability...
The last few weeks has seen a great deal of ideological navel-gazing; from the end of globalism to the cancellation of capitalism, pundits are convinced this time is different,...
The price war between Saudi Arabia and Russia has wreaked havoc on the global crude oil market. Brent crude, $74 a barrel just after the US drone hit on Iran’s General...
The property industry faces a ‘U’ shaped recession, which will lead to investors reshaping portfolios with liquidity in mind. In early April, the PMI indices from IHS...
Since the financial crisis in 2008, interest rates have been low and borrowing costs for commercial property similarly low. With such low rates, relatively high yields...
It is axiomatic of crises that things happen too quickly for decision makers to be able to plan ahead. Well they better be planning now. Desperate measures, little different to...
This is the second article in our series on how to develop an edge in the world of racehorse syndication. The first article reviewed the trials, triumphs and tribulations of...