Our political insider on the last week in UK politics. […]
Cliff edges and slippery slopes: tough times lie ahead for the UK Our political insider on the last week in UK politics
brexit
The View from Berkeley Square My latest thoughts on the outcome of the UK general election
The UK general election is over – but what happens in the property markets now? Robert Fowlds gives his thoughts. […]
A view from the inside Our political insider Adrian Pepper on the recent developments in Westminster
Our political insider Adrian Pepper on the recent developments in Westminster. […]
Whither the open-ended funds? Adrian Elwood discusses alchemy in finance and the illusion of liquidity
Adrian Elwood, our resident fund manager, discusses alchemy in finance and the illusion of liquidity in open-ended property funds. […]
The View from Berkeley Square This week, Robert Fowlds reflects on political change and retail portfolios
Chaos in Washington and dollar weakness, combined with the Macron win, has had a major impact on markets. For a sterling investor, the global real estate sector is flat YTD, but the Americas is down 6% compared to Europe up over 8% including the UK up c. 7%. But the UK sector performance has been credible in spite of […]
Fixing the broken housing market? Our political insider Adrian Pepper gives his view on recent developments in Westminster and the property markets
You wouldn’t think it from listening to the BBC, watching Sky News or ITN nor from reading the Daily Express. But as negotiations on Brexit continue, the UK and EU may find they can strike a grown up and wide-ranging deal after all. It could be rather an anticlimax for all those politicians and commentators […]
What next for G-10 currencies and crude oil?
The euro, the French stock market, OAT-German debt interest rates spreads, the Volatility Index (VIX) and the ghosts of Vichy, Oradour and Algérie française convince me that Emmanuel Macron will be the next President of France on Sunday. So I see no reason to abandon my euro bullish strategy even though the single currency has […]
Do foreign investors know something we don’t? Our capital markets analyst gives his thoughts on the latest trends in mergers and acquisitions
Our capital markets analyst looks at the latest trends in property M&A. […]
France’s election and global financial risks
The French election is a game changer for global financial markets for multiple reasons. One: the worst case scenario of far right (Le Pen) and far left (Melenchon) as second round candidates for the Elysee Palace on May 7th is no longer a systemic risk. This was the reason the Chicago Volatility Index (VIX) plunged […]
The View from Berkeley Square Robert Fowlds, one of the City's biggest real estate rainmakers, looks at Brexit and the global real estate listed markets from his perch high above Berkeley Square
The West End has been a joy to drive around this Easter as half of London (and most of the property industry) has been away! As well as being able to secure reservations in some fine restaurants, it has also provided some time to reflect… On Brexit I get asked every day what the major […]
