The Professor
Russia’s Africa policy: geopolitics and commercial interests
On 23 October 2019, the Russian Federation organised the Russia-Africa Summit to initiate greater cooperation between Russia and the sovereign states of Africa. The summit established a formalised...
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Audio
Valuers – are you certain you’re uncertain?
It’s time to drop the material uncertainty clause for most property valuations – the market has largely adapted to covid now. In late October 2020, I was presenting a paper at an...
The Historian
1688-89: a not-so-glorious revolution?
The deposal of James II was less revolution than evolution, setting England firmly on the path towards parliamentary democracy. Few monarchs have inherited such a seemingly...
The Fund Manager
Greed is good! Cracks in the EU agri market
On 20 January 2021 the Czech lower house of parliament passed a bipartisan bill that, if enacted, would potentially pose a significant threat to one of the EU’s core elements,...
Investor's Notebook
Investment in 2021: the ultimate rollercoaster
As investors, how will humans behave following the effects of covid-19? On the one hand, there is the line of thought that humans have short memories and once we are through this...
Head Of Research
Commercial real estate reflation is coming
Commercial real estate is priced to produce superior risk-adjusted returns compared with investments in both fixed income and public equities in coming years. This article will...
The Macro View
Get ready for the 21st century’s own Roaring Twenties
The Roaring Twenties hold a certain nostalgia in the collective American mindset, harkening back to the days of flappers, speakeasies, and the headiness of the economic boom that...
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