
The Fund Manager

Dangerous times ahead, keep safe
When I was on honeymoon in Venice, I spotted a pair of Chinese dragons, one chewing a toenail and the other picking its nose. Smart shop, Grand Canal – my wife, Jane, and I set an upper limit on...
WHAT’S NEW

Golden Oldie
ESG initiatives – futile without massive international government intervention
This article was originally published in June 2020. According to the IPCC, we have about 10 years – at current emission rates – before the planet hits the CO2 budget limit...

The Economist
The UK economy – a picture of change, part one
The first in a three-part series examines how the country has been transformed (for the better) in the past few decades. The UK economy looks fundamentally different now from its...

The Professor
The failure of Imperial College modelling is far worse than we knew
A fascinating exchange played out in the UK’s House of Lords on 2 June 2020. Neil Ferguson, the physicist from Imperial College London who created the main epidemiology model...

The Professor
Playing fast and loose with numbers
Journalism is hard. To portray the world accurately to a lay audience without delving into the complexities and nuances of the universe we inhabit, writers must always simplify,...

The Architect
It’s all in the finish
At 80 Charlotte Street in Fitzrovia, Derwent London’s largest development to date, we have made a substantial commitment to ‘handmade’ materials and finishes. The fact that we...

The Analyst
Housing starts and permits rise in March as headwinds grow
Total housing starts rose to a 1.739 million annual rate from a 1.457 million pace in February, a 19.4% increase. The March recovery was expected as weather conditions in...
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.