Serious investment thinking that doesn’t take itself too seriously.
Every private banker and real estate broker I meet assures me that a soft landing is certain and Dubai property's meteoric ascent will continue, as if we did not live through two 60% drawdowns in 2009 and 2014. My macro crystal ball told me different, so I was uber-bearish on US Treasury bonds...
Fund structures being used by REITS. Most readers are, I’m sure, aware of the convergence between funds and REITs. Increasingly, listed REITs are adopting the style and structure...
Last year’s mantra was something for everyone, from duration income streams with inflation-linked dividend growth all the way down to deep recovery hopes in retail. The sector...
...and from place to place Our forecasts offer an economic outlook for the UK in terms of both time, out to 2030, and space, across its 12 regions. Among factors we...
...and from place to place. The third of a four-part mini-series written by economist Savvas Savouri. Housing matters are a crucial component in the composition of our regional...
Bust or buying opportunity? In the new territories north of Hong Kong, a vast and lavish property development was planned: a wetlands restoration, hundreds of luxury townhouses,...
Do conventional bonds still deserve a place in portfolios? Total return on 10-year US Treasuries, adjusted for US CPI inflation % Global Financial Data, Refinitiv, US Bureau of...
Promoters claim that bitcoin is a new type of money, reduces transaction costs by abandoning intermediaries and will become a safe asset that they call 'digital gold'. The...
Those gazing into the future should be wary of inflationary storm clouds. There is cash in the bank, cash flows that are almost within touching distance and there are cash flows...
An exercise in drawing parallels. The first cryptocurrency ETFs have recently been launched. This article briefly examines the concept of parallel markets (in particular that of...