inflation | The Property Chronicle

The anatomy of a British pound collapse

by Matein Khalid | Sep 4, 2017 | The Macro View

It took a North Korean ballistic missile launch and Hurricane Harvey’s devastation of the $500 billion Houston/Galveston/Corpus Christi economy to push sterling higher to 1.2950 against the US dollar. While the British pound is the most undervalued G-10 currency on...

On risk, inflation and gilt yields

by Jo Welman | Aug 17, 2017 | The Fund Manager

The UK stock market has recovered from its spring snooze and despite worries over the effects of Brexit on UK growth the indices are but a stone’s throw from their all time highs. But this hides frenetic activity under the surface with different sectors taking the...

London property faces a bear market in 2018

by Matein Khalid | Jul 17, 2017 | The Macro View

Prime London home prices (Mayfair, Kensington, Belgravia, Chelsea) are now down 20% from their pre-Brexit peaks. Theresa May’s general election gamble and the surprising success of the Labour Party under Jeremy Corbyn has negatively impacted foreign investor...

What Trump’s political scandal means for investors

by Matein Khalid | May 22, 2017 | The Macro View

Image (c) iStockphoto The financial markets have finally cottoned on to the increasingly sordid political realities created by the Trump White House. Trump could well be impeached for obstruction of justice if he tried to pressure FBI Director James Comey to drop an...

The View from Berkeley Square

by Robert Fowlds | May 19, 2017 | Investor's Notebook

Chaos in Washington and dollar weakness, combined with the Macron win, has had a major impact on markets. For a sterling investor, the global real estate sector is flat YTD, but the Americas is down 6% compared to Europe up over 8% including the UK up c. 7%. But the...