

While all eyes were on Davos this week, the German and French governments were having an altogether more significant pow-wow in the western German city of Aachen. It was in the same place, once Charlemagne’s capital city, that Emmanuel Macron received, appropriately...
Franco-German dreams of European integration are on the rocks

Lending Smart In 2018
Comparing returns, and risk, for debt markets across Europe has historically been nigh-on impossible due to a lack of data. But new research from CBRE will help existing and new lenders determine strategy from a position of greater understanding. The data show that...
Lending Smart In 2018

Euro property investor
I have been active in the European real estate markets for over 30 years with a focus on the more liquid north-western countries. I have worked for agencies (Knight Frank and CBRE), an accountancy practice (Touche Ross) and investment banks Lazard Brothers and...
Euro property investor

Europe faces macro storm clouds this autumn
European equities were the classic ‘pain trade’ of 2017, the bull market’s wall of worry was scalable, even a slam dunk. Geert Wilders and Marine Le Pen were defeated in the Dutch and French election, reducing political risk in Europe. Greece got its...
Europe faces macro storm clouds this autumn

Saudi Arabia and the age of shale
Saudi Arabia engineered a short covering rally and cyclical bottom in Brent crude with its 15 May agreement with Russia to roll over last November’s oil output cuts for another nine months. The kingdom has, in essence, resumed its traditional role as the ‘swing...
Saudi Arabia and the age of shale