brexit | The Property Chronicle

Wilderness: is there a change on the way?

by Martin Hole | Sep 10, 2017 | The Farmer

All property is environment. To begin with, and before man’s interference, it is a wholly natural tableau, but as we bend it to our will true wilderness loses out. Landscape cover of farming, forestry and urban development in the UK affects more than three quarters of...

The anatomy of a British pound collapse

by Matein Khalid | Sep 4, 2017 | The Macro View

It took a North Korean ballistic missile launch and Hurricane Harvey’s devastation of the $500 billion Houston/Galveston/Corpus Christi economy to push sterling higher to 1.2950 against the US dollar. While the British pound is the most undervalued G-10 currency on...

The macro Brexit trade: we’ve been here before

by The Editor | Aug 18, 2017 | Editorial Notes

Between 1997 and 1999 to make big money in the Eurobond markets you bet that the yields of Italy, Spain and Greece would converge with those of Germany. This was brave because it meant ignoring the official, and oft stated, position of the defenders of the D Mark,...

On risk, inflation and gilt yields

by Jo Welman | Aug 17, 2017 | The Fund Manager

The UK stock market has recovered from its spring snooze and despite worries over the effects of Brexit on UK growth the indices are but a stone’s throw from their all time highs. But this hides frenetic activity under the surface with different sectors taking the...

How can REITs reduce their discounts in the absence of M&A activity?

by Mark Cartlich | Jul 18, 2017 | The Fund Manager

Previously in this column we looked at what appeared to be the start of a new trend of M&A in the property sector, following the bids for Market Tech and Kennedy Wilson Europe. However, the trend has in fact not materialised. It seems that investors would rather...