The Covid pandemic has pushed ESG (Environmental, Social and Governance) initiatives to the forefront for many stakeholders in the commercial real estate community. Historically, as scientists focused on climate change, we saw the development of sustainable frameworks, standards, data aggregators and ratings providers. Then, as studies started to provide strong evidence that the built environment could play […]
Like the recording artists of old, Big Pharma is on the production treadmill. Stockbroking analysts are like rock stars. It’s not only the late nights they put in, it’s in their production cycle. The rock model is straightforward: time is spent in the studio recording an album, which is released and promoted (pre-Covid anyway) by […]
(and what can you do about it). Inflation is expected to exceed 10% later this year and could stay above 5% through 2023, 2024 and perhaps even longer. And that may be optimistic, seeing as the UK’s energy price cap is expected to be 119% higher (£2800 vs £1277) this winter compared to winter last […]
Originally published October 2021. It shows just how hard it will be to reach net zero. As the world prepares to discuss more aggressive cuts to carbon emissions at the UN’s COP26 climate conference in Glasgow, China has just sent out the worst possible advance signal. It is going to loosen restrictions on coal mining in the final […]
As coronavirus restrictions ease, will the economic life of consumers snap back to normal? Electoral Calculus and pollster Find Out Now conducted an exclusive poll for The Property Chronicle to find out. Our findings show that consumers expect their household finances to worsen in the next year and they also expect to be hurt by inflation […]
A new golden age looms. Retail has been at the epicentre of cyclical and structural change. Prior to Covid 19, the sector was grappling with rapid ecommerce growth and changing consumer habits. The pandemic compounded those challenges, resulting in severe impacts on occupancy, rental collection and market sentiment. Look closer though, and pockets of resilience […]
By experts who have monitored it since the Wuhan outbreak. More than two years after a deadly strain of coronavirus was first identified in the central city of Wuhan, China remains locked in a Covid crisis. Around 400 million people are currently thought to be living under some form of lockdown across the country. One of […]
The supermarket business model is too fragile to shield customers from rising food prices. Food prices, like almost everything else, are rising fast. There have recently been warnings of ‘apocalyptic’ costs and a declaration that the ‘era of cheap food’ is over. Such announcements have been linked to creaking economies trying to recover from the pandemic […]
The rise of big tech stocks has been more about valuation than profits. Originally published January 2022. A bubble in profitless tech and so called ‘meme’ stocks may be bursting in front of our eyes. But, so far, investors still think there is safety to be found in the last decade’s big winners, whatever their […]
Since first espousing it, I have not wavered in my view of the crypto marché. To wit, it is a fiction that ill inevitably be exposed. Now, while the crashing down of the crypto fiction will shock many, it should not come as a surprise at all. That’s because it merely continues a time-honoured tradition […]
