

In recent years, the idea of a behaviour gap in investing has become commonplace. Although there are several ways of defining what this actually means, it is most typically used to describe the cost of our poor investment decisions. The difference between potential...
What is the behaviour gap and how can you close it?

Computer says no – why AI is ruining recruitment
I recently read an article in Estates Gazette from Peter Bill titled “unnatural selection is now pervading recruitment” and it drove me up a wall. Only because Peter is right, well, almost right. Artificial intelligence has caused massive shifts across almost every...
Computer says no – why AI is ruining recruitment

It takes money to make money: The undeniable logic of Basic Capital
Capitalism works. Especially for those who own capital. It is rather astonishing that some might propose abolishing capitalism instead of simply expanding the ownership base of capital. All quotes in this piece are from Basic Capital founder Abdul Al-Asaad’s Harvard...
It takes money to make money: The undeniable logic of Basic Capital

Debt – the real winner of the trade war?
We tend to focus on which country is top dog, but perhaps we should think about debt and compound interest as the apex predators in all this. When President Trump suspended tariffs on the the 9th April, he pointedly left the new 145% tariffs on China in place, and in...
Debt – the real winner of the trade war?

Where healthcare meets housing
A new generation of operators are boosting returns by marrying Medicaid and real estate. When America’s two largest industries meet, interesting things are bound to happen. And sure enough, some real estate investors unsatisfied with the returns they’re able to...
Where healthcare meets housing