

What do investors want right now? Which are their preferred opportunities, and what do you need to know about them? This series sums up what one European investment adviser has gathered from his online meetings, conferences and other wanderings. For over 20 years, my...
Heard on the (virtual) road: office is the new retail, and activists are on the warpath

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 international Zoom conference and suggesting that, even in the depths of a second wave of...
Valuers – are you certain you’re uncertain?

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 strong position as James II did in 1685. The Earl of Peterborough wrote within a few days of...
1688-89: a not-so-glorious revolution?

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, its single market with 450 million consumers. If approved in the upper house and by the...
Greed is good! Cracks in the EU agri market

Picton Property Income – performance at a discount
As often happens following major market events, some high-quality but less familiar stocks can find themselves overly discounted in the subsequent recovery. UK property investors have been well aware of the attractions of industrial property for several years, given...
Picton Property Income – performance at a discount