While inflation numbers were tame and jobs grew moderately since the panel last met, “those positive trends were thrown for a loop in July as the military conflict with Iran escalated,” said James Ragan, co-chief investment officer and director of investment management & research at D.A. Davidson. While the base case remains the Federal Open […]
Reassessing quality to find AI opportunity Livingstone argues that AI has already upended our idea of what constitutes a quality company. Before the rise of AI software was a sector that dominated quality metrics. Software companies had, and in many cases still have, strong profitability, high margins, and tended to have strong protective moats around […]
Federal Reserve policymakers will begin their two-day meeting to set interest rate policy on Tuesday, and for the first time in years, the outcome of the vote is a true mystery to investors. Mysterious just the way Fed Chairman Kevin Warsh wants it. Warsh, who started the job in May, has criticized the Fed for […]
Fulton Market‘s metamorphosis from a meatpacking hub into the place to be for young, well-paid professionals continues to evolve, even as a tough capital markets environment complicates investment across the city. The area’s strong fundamentals continue to draw cautious investors out of their cocoons. In a market where developers are finding it difficult to raise […]
Recognise Bank has provided a £2.95 million bridging loan to refinance an office-to-residential conversion in Shrewsbury, allowing the developer to repay existing development finance and complete the final stages of the project. The loan, arranged by Raj Vilkhou of Express Financial Services, is secured against a newly converted six-bedroom residential property with a separate one-bedroom […]
JetBlue recaptures nearly half of fuel cost surge, but posts bigger loss
AI-powered lettings business Dwelly has secured £125 million in funding to support its acquisition strategy of independent letting agencies and expand its technology platform across the UK and into European markets. The funding round was co-led by EQT Growth and General Catalyst, comprising $95 million in equity and a further $75 million through an expanded […]
The owner of a vacant office property on Boston’s waterfront that was previously proposed for redevelopment has listed it for sale. 400 Atlantic Ave. Luxembourg-based JAJ Investment Group has listed a 100K SF property at 400 Atlantic Ave. for sale, according to a CBRE listing. The investment firm paid $30M for the property in 2024 and filed a […]
For decades, digital transformation in real estate has focused on collecting more data. Today, I believe the conversation needs to change. The challenge is no longer whether organisations have access to information. Most already do. The real question is whether they can turn that information into better decisions. For investors, asset managers and developers, success […]
Key insight: The Federal Reserve’s preferred economic indicators in recent weeks support the central bank keeping interest rates unchanged, while certain real-time data suggest a rate hike to tamp down inflation might be in order. Expert quote: “My suspicion is the chair will find it in his own best interest to describe the committee’s reaction […]