Serious investment thinking that doesn’t take itself too seriously.
On June 22, 2023, Nobel Prize winner Harry Markowitz, PhD father of modern portfolio theory died at age 95. In 1952, Markowitz published a paper titled "Portfolio Selection" in the Journal of Finance, which laid the foundation for what is still referred to as “modern portfolio theory” or MPT. His...
The best can come out of the worst – if we work (in our office) at it! As an architect I need to be an optimist – it is part of my survival kit. That does not make me unaware of...
In this very special series of exclusive articles for the Property Chronicle, Australian property legend Norman Harker reflects on his extraordinary 50-year life in real estate....
John Fowles was a conflicted novelist whose desire to change the world was at odds with his chosen genre of experimentalism, and whose literary ideals were quashed by his hefty...
New retail leasing models and platforms capture the uplift a physical store can bring to online sales. It is no secret that the retail sector has been in decline for some years,...
CAP subsidies aren’t why farmland prices rose, so removing them won’t reverse that. My favourite Savills Rural Research graph is the one that has tracked land values in the UK...
What do investors want right now? Which are their preferred opportunities, and what do you need to know about them? This series sums up what one European investment adviser has...
Consumers won’t turn back from e-commerce now – so what do institutional investors need to know about the logistics property market? The influence of e-commerce on the daily life...
Only in the make-believe world of analytical models can negative nominal interest rates be argued to do any real good. Last October, Andrew Bailey, governor of the Bank of...
The pandemic has created as many opportunities as it has removed, and there will be no lasting damage – not even for the young. At the outset of this crisis, there were...