

While Q1 2018 was expected to be a quiet one for the UK economy, last week’s news from the ONS that growth has slowed to just 0.1% – the lowest rate in five years – came as an unwelcome reminder of the economy’s vulnerability. Potholes and frozen pipes were not,...
The state of the economy – polling data suggests danger ahead

Ricardo’s ideas are as indispensable today as they were 200 years ago
The 19th of April was David Ricardo’s birthday. Or at least it would have been were he still alive. The classical economist has been dead for nearly 200 years, but his insights and theories remain immeasurably valuable today. Yet Ricardo was, in many ways, an unlikely...
Ricardo’s ideas are as indispensable today as they were 200 years ago

What Tokyo can – and can’t – teach us about the housing crisis
Be more like Japan. That is the takeaway from a Bloomberg column by the always-interesting Noah Smith. His is the latest article to look at Tokyo’s approach to housing for answers to the spiralling cost of homes in comparable Western cities. On the surface, the...
What Tokyo can – and can’t – teach us about the housing crisis

New taxes are no way to reduce generational inequality
Lord Willetts today gave a speech at the Resolution Foundation calling for wealth taxes to be imposed on the baby boomer generation in order to fund their health and social care in old age and to prevent the burden being placed on younger generations. Moreover, he has...
New taxes are no way to reduce generational inequality

The View from Berkeley Square
In January I highlighted the underperformance of the North America listed Real Estate Sector in 2017 but that it still didn’t offer great value – however with interest rates set to move higher in 2018 I looked forward to some interesting opportunities. Well, be...
The View from Berkeley Square