Those searching for a V-shaped recovery need look no further than the UK housing market, says Thomas Pugh of Capital Economics. Nationwide’s House Price Index shows that house prices rose 5% in the year to September, the biggest gain in four years. The Bank of England reports that mortgage approvals in August hit 85,000, the highest level since 2007.
Covid-19 has made many rethink their living arrangements, says Jessica Beard in The Daily Telegraph. A Nationwide survey reports that “one in ten movers” are motivated by the pandemic. “A further 18% are considering moving for the same reason”.
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Analysts expect the housing market to hit turbulence next year as unemployment rises and the chancellor’s stamp-duty holiday ends. Online visits to the main property websites started to trend down in September, says Samuel Tombs of Pantheon Macroeconomics. That’s an early sign that the boom is “coming off the boil”.
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Autumn Budget tax changes: how is your generation affected?The chancellor expects everyone to do their bit to boost the nation's finances but the tax burden is by no means shared equally
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Revealed: pension savers ditch investment trusts and favour passive fundsDemand for investment trusts is cooling among self-invested personal pension (Sipp) customers, who are increasingly choosing money market funds, passive funds and individual shares
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Leading European companies offer long-term growth prospectsOpinion Alexander Darwall, lead portfolio manager, European Opportunities Trust, picks three European companies where he'd put his money
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How to harness the power of dividendsDividends went out of style in the pandemic. It’s great to see them back, says Rupert Hargreaves
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Why Trustpilot is a stock to watch for exposure to the e-commerce marketTrustpilot has built a defensible position in one of the most critical areas of the internet: the infrastructure of trust, says Jamie Ward
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Tetragon Financial: An exotic investment trust producing stellar returnsTetragon Financial has performed very well, but it won't appeal to most investors – there are clear reasons for the huge discount, says Rupert Hargreaves
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How to capitalise on the pessimism around Britain's stock marketOpinion There was little in the Budget to prop up Britain's stock market, but opportunities are hiding in plain sight. Investors should take advantage while they can
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London claims victory in the Brexit warsOpinion JPMorgan Chase's decision to build a new headquarters in London is a huge vote of confidence and a sign that the City will remain Europe's key financial hub
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The consequences of the Autumn Budget – and what it means for the UK economyOpinion A directionless and floundering government has ducked the hard choices at the Autumn Budget, says Simon Wilson
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Reinventing the high street – how to invest in the retailers driving the changeThe high street brands that can make shopping and leisure an enjoyable experience will thrive, says Maryam Cockar
