Serious investment thinking that doesn’t take itself too seriously.
US office capital value will be 17% below 2021 values by 2030. Source: Oxford Economics/MSCI Having just passed the three-year anniversary of the Covid lockdowns, it is a good moment to take stock of the impact of the pandemic on US office space. Overall, the shift to working from home following...
Industrial and logistics (I&L) REITs in the Pacific Rim played an added-value and strategic role in multi-asset portfolios, according to our new analysis published in the...
Real estate probably isn’t one of the first industries that comes to mind when thinking about climate change – but it should be. Globally, the built environment is responsible...
Housing is needed. Green space is precious. And, after the coronavirus, some offices could be left empty. Anyone currently campaigning against the obvious solution of...
Summary Xaar is a relatively young and small leading-edge technology business which I bought in mid-2018It’s a good example of how excessive R&D in highly cyclical businesses...
https://www.ukpublicspending.co.uk/uk_national_deficit_analysis He may be one of only a handful of senior-ranking Ministers in Downing Street to have avoided catching Covid-19...
German financial analysts are forecasting an increase in property foreclosures of at least 20%, and loan defaults of up to €100bn as a consequence of the coronavirus pandemic,...
This morning there will have been scenes at the Bank of England. Indeed there will have been jostling amongst the staff as they rush to be the one who presents the morning...
THE CORRELATION between being overweight and being in ICU with Covid-19 is so well known outside of Downing Street, that there is already at least one published Covid...
In the past 18 years, after a series of spectacular and occasionally failed rocket launches, Elon Musk’s SpaceX has emerged as Silicon Valley’s next colossus, a once in a...