23 April 2018
Over the past 15 years, income has accounted for around three quarters of real estate’s total return. Even over the past five years, when capital values have been rising steadily, income has still accounted for half of the return enjoyed.
23 April 2018
MiFID II is, without doubt, the most significant regulatory change to impact the financial markets since the ‘Big Bang’ in 1986. However, despite long running preparations ahead of its implementation in January 2018, nobody quite knew the effect that MiFID II would have on the City of London and the companies and investors it serves, or just how far reaching its implications might be.
19 April 2018
The February/March results season did little to change our bullish view on the UK new housing market (see forecast changes on the left). It also did little to shake our more cautious view on transactions in the second-hand housing market.
27 September 2017
In short, the new build housing market has remained in decent shape over the last 3-6 months, while the second-hand market has remained subdued. Sector share prices have largely followed this pattern, with the housebuilders up 5% in the last three months and estates agents down 2%.
24 August 2017
In this Telecommunications sector note, Peel Hunt discuss the major themes at play in the industry such as our growing hunger for data, the inevitable tipping point for fibre optic technologies, the shifting sands of UK regulation, and Cloud-based services.
7 June 2017
Ahead of the implementation of MiFID II, which is set to transform the sell side research industry from January 2018, Peel Hunt, is delighted to announce that it has been named top research house in the official Extel rankings of brokerage firms focused on UK Small & Mid Caps.
10 April 2017
Peel Hunt is delighted to announce its charity partner for 2017- 2018 is Rays of Sunshine, www.raysofsunshine.org.uk, a children’s charity that grants wishes for seriously ill children aged 3 to 18 across the UK.
5 January 2017
Growth at a reasonable price. The growth companies are chosen by our analysts on a bottom-up basis rather than attempting to create a portfolio or play a particular theme. As such, we see these companies as well positioned to deliver growth in their respective markets.