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The View from Berkeley Square

The View from Berkeley Square

Two months ago the view from Berkeley Square was cautious, particularly on Brexit and retail, but one could see ‘clear blue water’ (even if bitter tasting!). After a disastrous Tory manifesto and even worse campaign, the waters are muddied and in...
A view from the inside

A view from the inside

Despite some of the commentary and analysis of the few days since the UK general election, it is worth reminding ourselves of the result. The Labour party lost the general election and the Conservatives won, albeit that they lost their parliamentary majority. Both the...
Whither the open-ended funds?

Whither the open-ended funds?

Everyone knows that it is not possible to turn base metal into gold and yet there is often a degree of alchemy involved in finance. In the case of property, the alchemists would have us believe that if it were only possible to find the right structure it would be...
The View from Berkeley Square

The View from Berkeley Square

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...