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

  • 14/07/2022 Property & Construction
    BDEV, GFRD, CTO, HLCL | Economics – New home buyer appetite softening, rental demand strengthening – RICS; Rents accelerate – Rightmove; Logistics take-up in H1 reaches new high
  • 13/07/2022 Property & Construction
    CSP, WINK, ECEL | New construction work drives GDP ‘beat’ | News – New Housing Secretary seeks to bury hatchet with builders; Fraud warning to highways contractors
  • 12/07/2022 Property & Construction
    BBY, MSLH, GFTU, LSL, PURP
  • 11/07/2022 Property & Construction
    GLE, GFRD | Industry news
  • 08/07/2022 Property & Construction
    VTY, UTG, CAPC, SHB, HICL | News – New government housing heads; Hospitals urgently in need of repair | Fortnight ahead
  • 07/07/2022 Property & Construction
    PSN, MBH | House prices rising fastest since 2004 – Halifax; Construction activity growth slowest in UK, falls faster in EU | News – shortest-lived housing minister walks
  • 01/07/2022 Property & Construction
    GLE | New mortgage lending steady – BoE | Fortnight ahead
  • 30/06/2022 Property & Construction
    INL, MER, CSH | Industry news – Smaller housebuilders frozen out in shortages; Major senior living JV launched
  • 29/06/2022 Property & Construction
    AUK, LORD | Industry news – Mixed signals on costs; Villa continues stadium boom
  • 28/06/2022 Property & Construction
    MRL, PURP | News – ‘Stand-off’ between London industrial and residential threatens supply of both
  • 27/06/2022 Property & Construction
    KLR | News – 10-year private mega-framework for London’s ‘mini-Manhattan’; Resi-to-office move
  • 24/06/2022 Property & Construction
    Housing ‘in a better place than in past slowdowns’ – Zoopla research | Industry news | Fortnight ahead