Insights

Our analysts, in addition to stock-specific research documents, frequently produce sector comments or other insightful pieces of content which span multiple companies or are broader in their nature. If you have comments or requests for areas of focus, please get in touch and let us know.

Insights

  • 04/08/2022 Property & Construction
    MGNS, MER, TPFG, BBOX | Construction activity in first decline in 19 months | News – Insolvencies a greater threat than inflation; PM candidates fight it out on the Home front | Fortnight ahead
  • 03/08/2022 Property & Construction
    TW., VANL, LSL
  • 02/08/2022 Property & Construction
    PURP, KLR, TPK, CAPC | House prices to grow but expectations for volumes lifted – Zoopla
  • 29/07/2022 Property & Construction
    RMV, SRC | Fortnight ahead
  • 28/07/2022 Property & Construction
    FORT, FOXT, EPWN, SGRO, LAND, HMSO | New reversal in Retail weighs on commercial property outlook – RICS
  • 27/07/2022 Property & Construction
    UTG, IBST, BREE
  • 26/07/2022 Property & Construction
    OTMP, MTO, WIX, LORD | Single-family rentals support continuing BTR investment
  • 25/07/2022 Property & Construction
    SHI, PRSR | Construction growth forecasts pulled back again by housing doubts | News – Saudi Arabia plans $1trn ‘mega-city’ | Fortnight ahead
  • 21/07/2022 Property & Construction
    CSP, HWDN, BRCK | Housing transactions decline | News – Sizewell nuclear station gains planning green light
  • 20/07/2022 Property & Construction
    COST, HWG | House price inflation accelerates – ONS
  • 19/07/2022 Property & Construction
    KIE | Construction vacancies ease
  • 18/07/2022 Property & Construction
    OTMP, HICL, DLN | Rightmove raises 2022 house price forecast; Heavy material producers forecast falling demand | News – Tory leadership debate sees big builder-bashing and housing target-trashing | Fortnight ahead