Where to find hidden growth in real estate

In Citywire Selector, Gillian Tiltman, manager of Neuberger Berman’s Global Real Estate fund, discusses the evolution of real estate investing, analysing its response to demographics, technological disruption and changing consumer habits. Link.

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Five liquidity golden rules for owning small caps

‘It must be remembered small and micro-cap stocks are less liquid – not illiquid’, in Investment Week, Gresham House’s Ken Wotton discusses his five ‘liquidity golden rules’ for owning small caps. Link.

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Why should investors consider specialist REITs?

“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. 

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Micro Managers

“Businesses that have advantages in their niche markets can grow even if the economy is not growing.” In Portfolio Adviser, Gresham House’s Ken Wotton and Brendan Gulston discuss the resilience of microcaps and looking “through the noise.” Link.

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Mifid II has demolished the opaque world of research incentives

“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.

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Investors ignore Japan at their peril

“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.

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Graham Swan: Six steps to avoiding re-platforming pain

“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.  

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Why should investors consider specialist REITs?

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.

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