Gresham House
Specialist asset management
The bright future of small caps
Small caps are starting to shine, and we expect their radiance will continue to illuminate the market for a while.
Category: Uncategorised
The turn of the commerical property cycle could be in sight
The recent decision by the European Central Bank to reduce interest rates may mark the turning point in the property market cycle.
Calling the next bull market
After a decade of US outperformance, investors are rebalancing away from the region and into areas that have been capital starved and are primed for the coming bull market.
Gold – a new bull market?
Gold investors are usually left behind in a market where equities are also strong, however that is not the case this time.
Commercial property in a downturn
The Irish commercial property market is undergoing a cyclical downturn. However, this downturn is not confined to the Ireland with CBRE reporting difficult investment markets around Europe.
The US and downside risks
We analyse every investment we make through a ‘survive then thrive’ framework. This involves looking at risk before potential reward.
The resilience of the US residential property market in 2023
At the start of 2023, there were serious concerns about the US residential housing market and its potential to cause a recession. If investors had foreseen the most aggressive Central Bank monetary tightening in history, there is no doubt that a serious crash would have been expected, but it hasn’t materialised.
Gresham House extends Irish presence with new €65mn vehicle to invest in growth businesses
Gresham House has launched a new €65 million (stg£60 million) Irish-registered investment vehicle.
