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Stock market news: In short news style a la Twitter/X. Everything that is relevant - at a glance. The entry page for the informed investor. Compact, worth knowing and always up to date. Directly from the IR departments of the companies.
GB00B0HW5366
Tue, 20.05.2025
Hardman & Co Research
Hardman & Co Research on Real Estate Credit Investments (RECI):
Meeting any potential macro challenges head on
In our view, there remains great uncertainty over the effects of tariffs and whether the US/global economies will fall into a recession. Over the past six years, we have written many times on RECI’s resilient model. In this note, [ … ]
Thu, 27.02.2025
Hardman & Co Research
Analyst interview | Diversified Financial Services
Q&A on Real Estate Credit Investments | Private credit momentum in the RECI context
Private credit is booming, with market size soaring from $1 trillion in 2020 to an expected $2.8 trillion by 2028. What does this mean for Real Estate Credit Investments (LON:RECI)?
Hardman & Co’s Ma [ … ]
Thu, 20.02.2025
Hardman & Co Research
Hardman & Co Research on Real Estate Credit Investments (RECI):
The rise of private credit: threats and opportunities
One of the key trends in global financing markets has been the rise of private credit. In this report, we consider the implications for RECI. On the upside, we note i) the disintermediation of banks reconfirms the drivers to [ … ]