The Macro View
The hypocrisy, gibberish and cost of ESG
Kicking good sense out of touch. For most of us, the pursuit of profit has been the primary driver of our businesses. Recently, a new constituent has emerged in the form of environmental, social and...
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Golden Oldie
How to categorise stocks as quality, defensive and/or value
Originally published January 2021. A few months ago I came up with a simple way to categorise companies and their shares based on their most important attributes. For me, those...
The Storyteller
The art of selling
Business and art go together like... Well, these days, the proverbial horse and carriage ndy Warhol, a man who knew whereof he spoke, once observed, “Making money is art and...
The Professor
Tokyo 2020
How Japan’s moment of glory has become a millstone for the economy. “Japan is back!” declared Shinzo Abe, the then Japanese prime minister, after he made a surprise...
The Storyteller
French Reconnection, Ch 5, part 2
In this fifth chapter of his professional memoirs, to be published in six parts, Oliver Ash recalls how one of the greats of Paris real estate helped shape his career in the boom...
The Macro View
Is inflation merely catching up?
Everyone is talking about inflation. And rightly so. The consumer price index (CPI) grew by 5.4% from June 2020 to June 2021. That is a far cry from double-digit inflation....
The Professor
PropTechs…
...in the context of a sometimes cynical and overwhelmed commercial real estate industry. As of 20 July 2021, the website we started at the University of San Diego,...
FEATURED CONTRIBUTORS
TOPICS
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.