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The Fund Manager

Letter From Paris: A world in union (?) Allez les Bleus!

by Andy Watson | Sep 11, 2023

In exactly twelve months, the Paris Olympics and Paralympics will be finishing. Between now and 8 September 2024, France will enjoy an exceptional sporting year. For starters, the 2023 Rugby World Cup (RWC) began last Friday, a taster of welcoming the world to France. These world sporting events...

Residential Investor

All grown up: Generation Rent finally become majority homeowners

by Luke Graham | Apr 17, 2023

Earlier this month, RentCafe reported their analysis of IPUMS data indicating Millennials’ landmark transition from majority renters to majority homeowners in the United States...

The Fund Manager

A Letter from Tokyo (#2) The Low City – an older and less perfect Tokyo

by Andy Watson | Apr 6, 2023

Greater Tokyo, with 37.2 million people, is the world’s most populous urban area. After years of experiencing Japan only through the lens of Marunouchi, the ultra-modern city...

The Economist

Eurozone, UK and US: contrasting demographic challenges

by Sabina Reeves | Mar 27, 2023

A nuanced picture for real assets’ demand Demographic trends throughout the eurozone, between member states and within nations, vary markedly. At the macro level, Europe’s...

The Fund Manager

Cabbages and kings

by Michael Shaoul | Mar 21, 2023

It’s not just salads going off during these unprecedented times We are fairly certain that when writing The Walrus and the Carpenter, Lewis Carrol never imagined a time that we...

The Fund Manager

Timing the market

by Andreas Calianos | Mar 14, 2023

Another instalment in a series of articles detailing how to design a secure, income-producing portfolio In my previous article, I mentioned the reality that investment advisors,...

The Analyst

Outside the Anglosphere

by Bill Blain | Feb 23, 2023

This writer supposes there must be a world out thereworth investigating… Some day, anyway. 2022 has been a frenetic year for markets – watching the Truss debacle bring down the...

The Analyst

S&P 500 CAPE valuation and forecast for 2023

by John Kingham | Feb 15, 2023

Like most stock market indices around the world, the S&P 500 did not have a particularly good 2022. Shortly after reaching a new all-time high in 2021, the index went from...

The Fund Manager

Stock market rallies: cakeism returns

by Steve Russell | Feb 9, 2023

You can't have a soft landing and a Fed pivot. Expected Fed funds rates by December 2023 Source: Refinitiv, Federal Reserve. After a dismal 2022, markets are off to a flying...

The Fund Manager

Lessons learned in alternatives

by Michael Walton | Jan 31, 2023

The significant broadening of the institutional real estate investment universe is a welcome feature of recent years. Societal change, e-retailing and the pandemic, among other...