

This article was first published in May 2018. Investing is usually a matter of judgment as well as calculation. What will do well, and what will do best over the period you envisage? Investing in books — or art of any kind — includes this element,...
Books as investments

No, this is not 1970s-style stagflation
Disappointing GDP growth and high inflation have many commentators talking about stagflation. Advanced estimates from the Bureau of Economic Analysis suggest real GDP fell for a second straight quarter in 2022. At the same time, the Consumer Price Index (CPI) reached...
No, this is not 1970s-style stagflation

Never skate on thin ice
Especially in a desert. The rally in Dubai luxury villas has been as swift as it has been spectacular since the autumn of 2020, with anecdotal evidence of 50 to 70% cumulative price rises. Constructed villas were a mere 20% of the Dubai housing stock after the...
Never skate on thin ice

Proptech: a walk down memory lane
Kicking off a three-part series on proptech, in its very widest sense, let’s look back first of all to the Stone Age. Originally published December 2020. Urbanisation has been a key driver for technological breakthroughs. But what was the catalyst for urbanisation and...
Proptech: a walk down memory lane

All that glistens?
What’s gold today may be coal tomorrow. It has been 15 years since Apple catapulted the smartphone into the mainstream, with the launch of the iPhone 1. Today there are more than six billion (and rising) smartphone users globally, all with a plethora of data services...
All that glistens?