Global | The Property Chronicle

The surprising ingredients of David Swensen’s secret sauce

by Chris Urwin | Feb 8, 2022 | The Analyst, zLead Article, zNewsletter

The passing last year of investment great David Swensen was very sad news. We are fortunate that he was a generous sharer of his insight. But we need to be careful to focus on the right lessons from his success. Swensen achieved excellent investment outcomes over his...

Scoring points

by Matthew Hopkinson | Feb 8, 2022 | The Analyst

Why property needs to embrace the power of data. Real estate is potentially the biggest untapped data source in the world. Firms accumulate billions of data points at every stage of the development lifecycle, from the breakdown of building materials to the spending...

The secret of my success is longevity

by Garrison Keillor | Feb 7, 2022 | The Storyteller, zOtherDiversions

I was a lousy student in Lyle Bradley’s 10th grade biology class and he was wildly generous to give me a B-minus, given my ineptitude at frog dissection and tree identification, and since then I’ve descended into superstition and mythology and faith in vitamin E, and...

Sanctions: a brief history

by Tyler Kustra | Feb 7, 2022 | The Historian, zLead Article, zNewsletter

From Ancient Greece to Vladimir Putin’s Russia. Faced with the imminent possibility of a Russian invasion of Ukraine and what appears to be a deteriorating diplomatic stand-off, NATO and other Western allies are again turning to sanctions in the absence of other...

Negative real interest rates can be bad news for equity valuations

by Steve Russell | Feb 6, 2022 | Golden Oldie, The Fund Manager

Originally published January 2022. As investment managers, we’re used to being accused of seeing the glass as half-empty rather than half-full. It’s not that we’re inherently pessimistic, but our job is to protect our investors’ capital against whatever might go wrong...