Global | The Property Chronicle

Musings of an old real estate fund manager

by Neil Turner | Oct 25, 2022 | Golden Oldie, The Fund Manager

Originally published January 2022. It’s been five years since Neil Turner stepped down from a senior real estate position in the City. He’s been spending time writing fiction, enjoying the Suffolk countryside and the occasional visit back to Central London. The...

How to invest in compounding machines

by The Undercover Fund Manager | Oct 24, 2022 | Golden Oldie, The Fund Manager

Originally published September 2021. If I could summarise my most successful investments in one equation it would look something like this: Cash + Optionality + Astute Capital Allocation = Compounding Machine Good businesses generate lots of cash. Great businesses...

Surging rates are pushing house markets to the edge

by Adam Slater | Oct 21, 2022 | The Economist, zOurWriters2

Global housing markets face a potentially significant downturn as rising interest rates, high valuations, and squeezed real incomes start to bite. Risks look especially acute in some markets, where they are already starting to crystallise. The biggest shift in recent...

Good news, the world is getting better

by Dr Bjorn Lomborg | Oct 20, 2022 | The Professor, zEditor's pick

It’s easy to believe that life on Earth is getting ever worse. The media constantly highlight one catastrophe after another and make terrifying predictions. With a torrent of doom and gloom about climate change and the environment, it’s understandable why many people...

A New York state of mind

by Matein Khalid | Oct 20, 2022 | The Fund Manager

I have always fantasised about buying into a midtown Manhattan office building portfolio since New York City is the nerve center of global finance, banking, digital media, fashion, art and the coolest, most creative yuppies, the best and brightest of mother earth. Now...