Head Of Research
Private Equity and Private Credit: The next crisis?
After a Bank of England warning in April, you could be forgiven for thinking the whole $8 trillion Private Equity market and the even faster-growing Private Credit market is about vanish up its own...
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Investor's Notebook
ESG and taking a retrofit first approachPremium
A lot of attention is being paid to the built environment in discussions on decarbonisation. This is because buildings account for 40% of total global energy use and emissions.
The Fund Manager
A Letter From Paris: The Rivoli experiment
The centre of Paris, like many cities in old Europe, was not designed for the motor car. Napoléon Bonaparte conceived the arcaded Rivoli walkway in 1802, naming it after his...
The Professor
Britain is not as broken as everyone seems to think
According to many politicians and commentators, the UK is in a very sorry state. Ahead of the general election expected this year, Labour leader Keir Starmer has...
The Analyst
Winners of REIT earnings season
Over 200 US REITs and homebuilders have reported first-quarter earnings results over the past four weeks, providing critical information on the state of the commercial and...
The Professor
Do you want to live forever?
Two books have come out in the last few years that seem especially relevant to those baby boomers now experiencing a variety of ailments correlated with age: dementia,...
Head Of Research
52-week high and falling fast!
Bloomberg company news continually tells me that real estate shares are hitting a 52-week high. You’d have thought that was good news, and in a way, it is. But it rather masks...
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