Forecasting

In the turbulent year 2020, Marko Papic’s book, Geopolitical Alpha: An Investment Framework for Predicting the Future, provides some reassurance. Papic posits that investors can prepare for upcoming events and…

Introduction Mortgage rates have doubled and tripled in some countries since 2021. So, why aren’t residential real estate markets more distressed? For example, the average home price-to-income ratio in the…