“Specialist REITs can offer considerable attractions over generalist, benchmark-constrained REITs.” In Investment Europe, Calum Bruce, investment manager of Ediston Property Investment Company, discusses the attractive characteristics of specialist REITs within the UK property market. Link.
“A high-quality market-maker should have a comprehensive mix of liquidity from a diverse range of sources.” In the Financial Times, Winterflood Securities’ Ben Jowett discusses RTS 28 and how the regulation is improving the quality of companies’ execution practices. Link.
“Japan is unloved and oversold by investors.” In Investment Europe, Joël Le Saux, portfolio manager of the OYSTER Japan Opportunities fund at SYZ Asset Management, discusses how international investors continue to overlook the opportunities in Japan. Link.
“The UK micro-cap sector is a fertile hunting ground for undervalued and unique companies.” In FE Trustnet, Gresham House’s Ken Wotton and Brendan Gulston outline the lessons they have learnt through their experiences in small-cap investing. Link.
“Platform disruptions are more likely to prompt both advisers and clients to consider switching providers.” In Professional Adviser, Winterflood Business Services’ Graham Swan discusses six steps to avoiding re-platforming pains. Link.
“Why would you take a risk on a dividend that could be hammered by regulation?” In The Telegraph, Ketan Patel, co-manager of the Amity UK Fund at EdenTree Investment Management, discusses the case against investing in tobacco in favour of opportunities in the healthcare sector. Link.
In FETrustnet, Calum Bruce, investment manager at Ediston Property Investment Company discusses why he believes specialist REITs are more attractive than benchmark-constrained peers. Noting their flexibility when shifting weightings between sub-sectors. Link.