Head Of Research
The (contrarian) case for listed real estate
When I started in real estate more than 25 years ago, nobody was really interested in listed property. At that time, I was a real estate equity analyst at ABN AMRO (later with JP Morgan), but few...
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The Fund Manager
Did Saudi Arabia just signal a 2015 scale oil price crash?
It took Tariff Man and the high priests of MAGA exactly two months to achieve his macroeconomic trinity: A collapse in the price of money, the price of crude oil and the US...
Head Of Research
Tariffs done, but what ripple effects follow next?
In times of financial stress, the market tends to take on a momentum all of its own. We may be in for further shocks, instabilities and dreadful No-See-Ums as investors try to discern what comes next following Trump’s tariffs. Interesting times to come…
The Fund Manager
Slowly melting ice cubes: How to survive the commoditisation of the asset management industry
“Phil, I’m a melting ice cube.” I was having lunch with a friend who holds a senior position at a large, dull asset manager. “Nothing works anymore. Nothing. Not on the portfolio...
The Analyst
10 charts: the death of the Almighty Consumer continues to be premature
Transaction data, hotel bookings, value shoppers, booze hounds, student borrowers . . . we got it all checking in on the Almighty Consumer, tariff uncertain, or nay? transaction...
The Storyteller
An account of what i’ve been up to
I’ve just finished a ten day solo tour down South as the World’s Oldest Stand-Up and it was a major adventure for an old guy with memory issues who keeps forgetting the word...
The Analyst
The stock market won’t save us
Sometimes reality bites back at Trump, but not always. During the 2024 campaign, the stock market typically reacted favourably to good polling news for Donald Trump, and it...
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INVESTOR'S NOTEBOOK
Smart people from around the world share their thoughts
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Recent financial news and how it connects across all asset classes
TECHNOLOGY
Fintech, proptech and what it all means
PODCASTS
Engaging conversations with strategic thinkers
THE ARCHITECT
Some of the profession’s best minds
RESIDENTIAL INVESTOR
Making money from residential property investment
THE PROFESSOR
Analysis and opinion from the academic sphere
FACE TO FACE
In-depth interviews with leading figures in the real estate/investment world.