Serious investment thinking that doesn’t take itself too seriously.
After years of asset price growth underpinned by ultraloose monetary policy, the party for commercial property seems to be over. A confluence of adversity is hitting the sector. First came lockdowns with the locking up of customers that would otherwise frequent leisure, retail and office...
Asia Pacific’s real estate focused stocks outperformed in August, edging ahead of the wider market. This was led by the wider GPR/APREA Composite Listed Real Estate Index, which...
Global growth for BRIC economiesAnnual GDP growth forecast by IMF WEO, World Bank and EIU An era of globalisation that boosted economic growth in developing countries for many...
Viewpoint from a regional investment agent: As I sit in my actual office, in front of my actual PC, I reflect on the first half of 2020 as a Bristol based investment agent, and...
The last months have seen unprecedented change as all have faced up to the challenge of the pandemic. For many, it has meant working from home rather than the regular commute to...
The dividend has continued to increase without interruption, up from 65c to 70c. That’s 11 years of increase, and compares with 5.966c in 2006. Funds from operations (FFO) in the...
It is time to look again at a subject which pops up every now and then and this morning has done exactly that. From The Guardian: The price of gold hit $1,865 per ounce for the...
Last week witnessed a feeding frenzy from the crème de la crème of Wall Street’s smart money (and some Dubai’s smart money LOL!) to be part of the private market financing of...
After digesting the initial shock of the coronavirus and its economic disruption, analysts are starting to assess the longer term impact of the pandemic. Not surprisingly, there...
Orthodox economics, we’re told more and more often these days, isn’t up to the task of dealing with a post-pandemic reality. The latest exemplar in the Observer complains, for...