Insights

The thinking behind the underwriting.

Published sector research, the founder letter, the market data we watch, and the archive.

SEGRO916.6▲0.8%Tritax Big Box147.7▲0.0%LondonMetric188▲1.0%Big Yellow967.5▲3.8%Safestore577.5▲3.1%Whitbread2,835▲2.0%IHG177▲3.9%Grainger186.8▲1.6%Landsec687.5▲1.9%Sector tape · delayed quotesSEGRO916.6▲0.8%Tritax Big Box147.7▲0.0%LondonMetric188▲1.0%Big Yellow967.5▲3.8%Safestore577.5▲3.1%Whitbread2,835▲2.0%IHG177▲3.9%Grainger186.8▲1.6%Landsec687.5▲1.9%Sector tape · delayed quotes

The archive