Serious investment thinking that doesn’t take itself too seriously.
If your career as an Architect, Engineer, or indeed, as any Built Environment professional, hasn’t quite worked out as planned, don’t despair – your in-demand transferable skills could stand you in good stead for a range of other creative pursuits! What do musicians John Denver, Art Garfunkel,...
How China’s reopening may light fires across the global economy. At the beginning of 2023, if we have certainty about anything, it’s how uncertain the path is for the global...
I wrote a post on global equities and discussed Bob Iger's return to Walt Disney earlier this week. Coincidentally, I had lunch on Wednesday with an old friend who happens to be...
The top five films coming your way, according to this writer. The bricks and mortar cinema experience may be in terminal decline, particularly in the USA. Only a handful of...
Two inconvenient truths are fundamental to the relationship between fund investors and asset/fund managers in real estate investing. They are straightforward and well-understood,...
After reaching extraordinary valuations, zeitgeist stocks are yet to return to reasonable levels. In the classic Christmas film Miracle on 34th Street, Kris Kringle is on trial...
We are now a year on from the first central banks shifting into tightening mode and raising policy rates to bring inflation back under control. This central bank tightening trend...
Part 2: A growing institutional asset class. Part one of this series began with a broad overview of the marina sector from a property perspective. It touched on the some of the...
For a few dark days in summer 2022, England’s new Environmental Land Management scheme (ELMs) looked like it might be a casualty of Liz Truss’s bonfire. A coalition of farming...
A guide to the requirement. Solvency II is a comprehensive programme of regulatory requirements for insurers. One of the two financial requirements of Solvency II is the Solvency...