

Cities are central to property performance and the largest cities are seen as hugely important by investors. But the pandemic has turned many received ideas about real estate on their head and we think that performance in these large gateway markets will remain...
What Covid means for the largest cities

Why I am a sterling bull
The investment drama of a-weighting currency change. I was presented very recently with a piece of investment bank ‘research’ that made a bold change in recommendation. The piece heralded the first time in five years that the particular firm’s ‘strategy’ team had gone...
Why I am a sterling bull

Dust on the bottle – a journey through Croatia’s vineyards
Originally published May 2021. “Vino treba slugu, a ne gospodara” (A vineyard needs a servant, not a master). This old Croatian saying, which has been handed down by winemaking families for centuries entails the single most important truth about wine making:...
Dust on the bottle – a journey through Croatia’s vineyards

Energy and coal
Achieving net zero emissions has a long way to go. Some of the historical events accentuating the recent decade is the threat of pandemics and the urgency towards embracing common environment policies. Both points have either shaped or affected in various ways our...
Energy and coal

A suddenly older man scans life’s romance
Musings from one of America’s foremost commentators. I turned 79 a week ago and I’m quite satisfied with the promotion. I celebrated with lunch with five friends at an outdoor restaurant under a canopy on a perfect summer afternoon and in memory of my frugal parents,...
A suddenly older man scans life’s romance