Serious investment thinking that doesn’t take itself too seriously.

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Golden Oldie

The good old days?

The good old days?

Originally published November 2021. It’s not often that I agree with Donald Trump, but on one thing he is surely right; the UK's new American Embassy in Nine Elms was a “lousy...

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Investor's Notebook

Build. Demolish. Repeat

Build. Demolish. Repeat

The Japanese housing depreciation dilemma. While Japan shares many characteristics of the West – a democratic political system and capitalist economic system – one area that...

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Alternative assets

All that glisters is not gold

All that glisters is not gold

Originally published March 2021. The collapse of Greensill involved a predicable cast of unwise enablers, but it should serve as a warning to the growing number of alternative...

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INVESTOR'S NOTEBOOK

Smart people from around the world share their thoughts

THE MACRO VIEW

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.