

New retail leasing models and platforms capture the uplift a physical store can bring to online sales. It is no secret that the retail sector has been in decline for some years, largely because the economics of online retailers and their network of next-day logistics...
Get smart about shops

Emerging trends in shopping centre valuations
Retailing is going through a structural change and asset values are tumbling as the effect of falling rents and a lack of investment appetite feeds through to the market value of the properties. The impact of the covid restrictions has been to accelerate these changes...
Emerging trends in shopping centre valuations

The Multibillion-Dollar Retail Logistics Challenge: Handling Online Returns
This past holiday season, as with many other times of the year, the difference between making or losing money online came down to one thing for many retailers: How effectively and efficiently they handle returns of merchandise. Returns are as old as the retail...
The Multibillion-Dollar Retail Logistics Challenge: Handling Online Returns

The spike in three month LIBOR is bad news for borrowers
I had projected a bloodbath in the US Treasury bond market since late 2016, when it was obvious that Trump’s tax reform would double the US budget deficit at the same time as the Federal Reserve prepared to ‘normalize’ or shrink its balance sheet by $470...
The spike in three month LIBOR is bad news for borrowers

Keep running, Logan
“Liberty, freedom, justice. Now things have changed. Now everything comes to us on a platter. Man’s got nothing left to fight for.” — Logan’s Run In the classic 1967 novel Logan’s Run the world of 2116 is an idyllic place where people have a blissful existence, total...
Keep running, Logan