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The future for global cities

The future for global cities

Originally published June 2021. As space requirements fall for offices and retail, residential will fill the gap. Much of the reflection on post-pandemic shifts in property has been focused on individual sectors, but how these interact with each other will also be key...
Bulls vs bears

Bulls vs bears

The FTSE 100 and S&P 500 are trading at very different valuation levels. US and UK large-cap investors have had very different experiences since the crash of 2009. Over these 12 years, the FTSE 100 more or less doubled, going from a low of around 3,500 to a...
Strong recovery underway

Strong recovery underway

But what challenges await the US and the wider world? Over a year after the Covid-19 pandemic spread across the world and crippled economic activity, a recovery is underway. The consensus among economists is for the recovery to be strong, which has only been amplified...