Head of Property Research for @AvivaInvestors. Fan of and tweet about cities, transport, behavioural econ, investing, sports, books, food, travelling + maps.
South East London
Joined July 2009
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- Following912
- Followers618
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@AccidentalMince #accidentalmince Harry Kane's magic chin
Harry Kane: Chingford statue revealed before going on display bbc.in/3vbTPSh
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Greats of the game... 🙌
All 11 World Champions on stage together at last night's #NightWithTheChampions
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@ITVXhelp Hello
Is it possible to pause and rewind live TV via itvx please?
Eg if I want to watch rugby but have family commitments at time of kick off.
Thanks
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⚡🔌Charging #infrastructure is needed to power the growing electric vehicle (EV) market. What are the implications for #realassets investors?
avivainvestors.com/en-gb/vie…
#climatechange #EVs #realassets
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UK inflation is still high. How does it compare with the other G7 economies? 📈/📉 Some great visuals in this piece
avivainvestors.com/en-gb/vie… #multiasset #investing #datavisual #charts #inflation #ukinflation
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.@AvivaInvestors has lent #ShaftesburyCapital £200m on 10yr term. This new loan sits existing two other facilities of £130m + £120m and is also secured against a portfolio of assets within the @CarnabyLondon estate.
Some of the most resilient retail #property in the world IMHO.
Shaftesbury secures £200m loan as property giant juggles debt arrangements dlvr.it/StcSGh
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@todd_boehly be careful about this one. Caicedo number 4 would be much simpler. #Zola's number 25 has been unofficially retired.
Did he call him up to check at the v least? Like GZ told Koulibaly to speak to @JohnTerry26 about 26..
Moises Caicedo being given the number 25 shirt is like the Undertaker losing his Wrestlemania streak! #Chelsea
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Great to see that Aviva Investors' #ClimateTransition strategy has invested in Innovo Renewables. The company has a 5yr pipeline of 2.8+GW of solar PV, wind and battery storage projects across Italy, UK and Spain, with plans to expand across Europe.
bit.ly/44UimI7
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My colleague, Ewan Macaulay, outlines why private debt markets may be attractive, despite the macroeconomic uncertainty 👉 avivainvestors.com/en-gb/vie…
#realassets #privatedebt #infrastructure
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Has consumption of fossil fuel peaked? Is this the start of a long decline? More on implications from energy analyst @KingsmillBond 👉
avivainvestors.com/en-gb/vie…
#climatechange #ESG #fossilfuels
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This is very disappointing. If he had more first team appearances (30+%) of minutes then it would be acceptable. Let him play for once..!
Carney Chukwuemeka withdrawn from England’s Under-20 World Cup squad by @ChelseaFC as needed for first-team squad. Ian Foster can't call up a replacement as not injury related. Will leave for South America with 16 players as four still involved in play-offs.
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#Realassets can solve a wide range of investor needs, incl sustainable income, growth, longevity and inflation linkage.
My colleague, Zoe Austin, delves into the benefits of being able to invest across asset classes 🔎
avivainvestors.com/en-gb/vie…
#Diversification #Relativevalue
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Great piece by @BehaviouralJoe on #xG - given the opportunity, what was a reasonable expectation for a goal to have been scored..
AND ‘Expected alpha’ in investing - given the opportunity set, what was a reasonable expectation for a FM’s performance?
bit.ly/3pyiwov
Excellent graphic
A couple variants of my plot of FDIC-reported bank failures, now adjusted for inflation (using CPI): left is sorted by date to better show the sequence of events; right is sorted by assets for a more compact layout. See notebook for source & to compare. observablehq.com/@mbostock/b…
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With rates higher, returns are likely to be harder to come by... As a result, #realestate investors need to get more sophisticated and active. We are therefore basing our approach on two pillars: thematic trends and/or operational sectors🎙️
avivainvestors.com/en-gb/vie…
#realassets
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Which is better from a climate perspective – a new building or an old one?
Great insight from my colleagues who look into the #carbon footprint of the #property and #infrastructure 🔨
avivainvestors.com/en-gb/vie… #RealAssets #ESG #responsibleinvesting #esginvesting
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Extraordinary situation in Lebanon last week, where ppl (inc my Aunt's family) woke up in 2 rival timezones..
Moving clocks fwd were delayed so Muslims could break fast earlier in Ramadan. But Christian authorities defied the order, resulting in this map:
bbc.co.uk/news/world-middle-…
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