
The Professor

Humans v AI
Here’s who’s better at making money in financial markets. Artificial intelligence (AI) has now closely matched or even surpassed humans in what were previously considered unattainable areas. These...
WHAT’S NEW

The Economist
Splitting the Union is no simple game
As agitation for Indyref2 grows, one of our favourite economists puts forward his view of what Scotland’s next move will be. Let me begin by making clear why I dismiss the...

Residential Investor
Existing-home sales rise as prices hit a record
Sales of existing homes rose 1.4% in June, to a 5.86m seasonally adjusted annual (see top of first chart). Sales are up 22.9%t from a year ago. Sales in the market for existing...

The Professor
The asymmetry of bitcoin scams is all very sad
Here’s a financial and ethical principle you can generalise: If you’re liable for the downside, you deserve the upside. It works in the opposite way too: If you’re in on the...

Golden Oldie
Not your usual distress cycle
Originally published January 2021. Real estate distress cycles generally offer rich pickings to investors, but that’s unlikely to happen this time – and here’s why. This article...

The Fund Manager
La Reprise (part two) – back up in the air
Last week, I went to an airport. This was my first time since February 2020 – a period of over 500 days. I felt both excitement and trepidation at revisiting this once...

The Fund Manager
The inflation genie is already out of the bottle
Could this provide a ‘Goldilocks’ scenario? Economic commentators and central bankers seem at last to be taking inflation risk seriously, rather than assume that current...
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.