

We’re in the middle of a remote working revolution. In the UK, though remote working was slowly growing before the pandemic, in 2020 the number of people working from home doubled. While this rapid rise can be explained by COVID lockdowns, a recent survey my...
Four reasons the shift to hybrid working is set to stay for young professionals

Alternative-use property moves into investor spotlight
Originally published January 2022. It’s time to widen the net. Social changes accelerated by Covid-19 are shaking the property investor community to its core as risks increase from investing in traditional ways. This is important to us all, as a material part of most...
Alternative-use property moves into investor spotlight

Real estate rhymes
Property and inflation. My friend, colleague and fellow co-head of research, Kevin White, has spent the past few months quoting Mark Twain and telling me that, “History doesn’t repeat itself, but it often rhymes”. The reason for the quote is to reassure that, even in...
Real estate rhymes

A very short history of modern portfolio theory
Another instalment in a series of articles detailing how to design a secure, income-producing portfolio. Several years ago, a small experiment led to a terrifying discovery. I was helping a family investment office do some long-range planning and I was not shy about...
A very short history of modern portfolio theory

Ukraine war: hope for the best, prepare for the worst
Europe sweats over the future of Russia’s gas supply. The invasion of Ukraine on February 24 and the nearly five months of war that have followed have reminded many European countries of the stark reality of their energy dependence on Russia. For ten days, western...
Ukraine war: hope for the best, prepare for the worst