Tristan's Real-Time Research Feed from Simon Martin,
Chief Investment Strategist & Head of Research

There is a big difference between perceived and realised risk - this blog seeks to close the gap!

Housing bites back …

Sorry bites back … FANG … couldn’t resist the pun….

But again supply constraint is the important theme …



Wise words from Charles Gave...



Personally I think its important to define failure and then measure and understand your errors ... if you can't ever admit that you were wrong then you will never be able to refocus and move forward...

Supply constraint ...

Am thinking that this now clearly shows that despite all of the suburbisation discussions urban living remains a key real estate driver ...