Head Of Research
America’s (very) long history of tariffs.
For advocates of free trade and globalisation, tariffs are always bad. Reality is, as ever, more nuanced. With President Trump ensconced in the White House once again and busy with executive orders,...
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WHAT’S NEW
The Analyst
Seven charts about real estate that were made to be gloomy, but really aren’t
Things are creaking along, and probably some more lumps to come, but it's not all that bad Deep seek prelude (of Jevons and spend data) Multifamily operators getting a bit...
The Macro View
Gold in the age of Trump
Hundreds of tonnes of gold - so much so that there is now something of a shortage in London - have made their way across the Atlantic to the US to get ahead of Trump tariffs....
The Analyst
The necessity of sector rotation in real estate portfoliosPremium
Investors and investment managers overseeing global real estate portfolios face constant challenges due to an uncertain global macroeconomic environment and structural shifts...
The Storyteller
LIVING IN THE PRESENT, A DAY AT A TIME
Most aphorisms are self-evident, such as “A bird in the hand is worth two in the bush” and the one about glass houses and throwing stones and the mice playing when the cat is...
Investor's Notebook
All property is local
Since the UK General Election, I have been encouraged by the ambition for more devolved decision-making. What I am being told is that the combined regional authorities will not...
The Storyteller
The Ego Has Landed: When former players criticise current ones
Former players criticising current ones is a dangerous game. Alex Hartley’s cold-shouldering by some of the pettier England players for basically telling the truth reminds me of...
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