Serious investment thinking that doesn’t take itself too seriously.
In real estate, Impact Investing is a small but rapidly growing concept attracting socially-conscious investors. Ever since the Global Financial Crisis, the twin aims of doing good by a community whilst still delivering an attractive financial return have been compelling. And real estate...
The coronavirus epidemic may be centre-stage for epidemiologists and other health professionals right now, but it is unquestionably also a political economy event in China with...
It is impossible to gaze into a macro crystal ball without being forced to swallow crushed glass at the best of times. This is definitely not the best of times but I will take...
The inspectors who certify new UK homes as safely built aren’t apparently liable if the homes are defective. This can’t be right. How safe are our homes? This is a question with...
The weekend just gone was one where an epidemic began to have more economic consequences. In a world where there appears to be a Trump Tweet for pretty much everything this one...
The history of infrastructure finance has much to teach us. Let’s look at Indian railway securities during the time of the British Empire and the role played by the Economist The...
A single page of comic art can command prices of up to $1m – this isn’t just a market for sentimental collectors “Everything you can imagine is real,” Pablo Picasso once said....
A famous quotation, probably erroneously dedicated to the financier J. P. Morgan, is that, when asked for an outlook on the stock market, he replied, “it will...
Farming uses too much land, thanks to wasteful practices and inappropriate incentives. Let’s plant trees and save the world instead Woodland has a most remarkable effect on the...
Portugal has been a fabulously profitable market for a few prescient real estate investors from the UAE since 2015, with close friends telling me that prices of their apartments...