Serious investment thinking that doesn’t take itself too seriously.
Trying to understand the state of the UK listed commercial real estate investment market seems to get more complicated by the day. The most recent boom in UK commercial property markets can be directly traced back to the QE programmes following the GFC of 2007/08. Ultra-low interest rates...
UK average house prices have risen by over 160% in real terms since the middle of 1996. Home ownership remains around its lowest level for a generation. Among political leaders,...
A different model is poised to take over the British market, with brands that are personal rather than corporate If you are looking to buy, sell, let or rent, how important is...
Hyped-up, high-profile risks can distract from more serious but mundane threats to business Social media and the 24-hour news cycle are putting businesses at risk as hype-up...
Investment pouring in from the south hasn’t yet brought down northern England’s higher yields. It has been widely reported for several years now that rental yields are...
To counter new rules on gating amid concerns over illiquidity, funds are holding higher levels of cash. But does this really make sense? As we edge towards a Brexit resolution...
After property tycoon Charles Rudd and his CEO Nick O’Keeffe are drowned in a sailing accident in Liverpool Bay, insurance investigator William Rohm is sent north to sign-off...
The Gloomy Outlook for Returns & Pension Funds This research note was originally published by the CFA Institute’s Enterprising Investor blog. Here is the link. SUMMARY The...
Human psychology can have a big impact on decision-making. We make cognitive errors on a routine basis by using rules of thumb and over-simplifications. We follow stories rather...
It wasn’t just Jeremy Corbyn and the Labour Party that lost the 2019 election – fiscal conservatism and proponents for small government took a hammering too. All the main parties...