Insights

In addition to our regular commissioned research documents, the Progressive team provides readers with a variety of timely and insightful content, from a number of different sources and catering to a wide range of interests.

Our HyperNormalTimes content provides in-depth and considered long-term commentary on major macroeconomic and market-shaping themes. The more regular “PROGnosis” offers a concise summary of the major macro events of the past 24 hours, and selected UK company-specific news. Our Property & Construction Daily offers sector-specific comment from leading analyst Alastair Stewart, whose daily perspective on the sector covers quoted and unquoted company comment, alongside analysis of major property market data and the impact of political decisions.

    07/09/2021

    VTY, MBH, RNWH, MRL, SAFE | Monthly house price inflation gathers pace after Stamp Duty dip | Shortages – now cement drivers threaten strike

    06/09/2021

    WJG, BLV, CREI | Supply chain pressures crimp UK and Eurozone construction output

    03/09/2021

    BKG, VTY, ECEL | Fortnight ahead

    02/09/2021

    BDEV, GRI | House price inflation defies Stamp Duty increase

    01/09/2021

    SFR, BOOT | Another month, another fall in brick stock levels

    23/08/2021

    SRC, SUR, MTO | News – ‘Stamp duty holiday did not cause UK house price boom’

    19/08/2021

    MSLH, CREI | News – London councils ban conversion of commercial to residential

    18/08/2021

    PSN, BBY, SRE | House price growth hit 15-year high in last month of full Stamp Duty holiday – ONS

    17/08/2021

    VANL | Construction vacancies soar to 20+ year high as wage growth outpaces all other industries

    12/08/2021

    ESP, MER | RICS shows limited slippage in house sales after reduced Stamp Duty relief, London rental market rebounds; Construction output and orders continue upwards trend

    11/08/2021

    NBI | Brick inventories plunge to new low

    10/08/2021

    BWY, PURP, MRL, DLN A round-up of market statements, news, economics and views from the property and construction sectors

NB Prices are as at the previous day’s close.

This communication is provided for information purposes only, and is not a solicitation or inducement to buy, sell, subscribe, or underwrite securities or units. Investors should seek advice from an Independent Financial Adviser or regulated stockbroker before making any investment decisions. Progressive Equity Research Ltd (“PERL”) does not make investment recommendations. Opinions contained in this communication represent those of the research department of PERL at the time of publication. PERL does not undertake to provide updates to any opinions or views expressed in this document. PERL does not hold any positions in the securities mentioned in this email. However, PERL’s directors, officers, employees and contractors may have a position in, and PERL or its affiliates may perform services or solicit business from, any of the companies or related securities mentioned in this document.