consumer confidence

"Despite a continued drag on business confidence, a number of economic indicators show higher-than-expected growth. So why is the investor market so slow to respond?"

"Core fundamentals of the occupational market continue to hold steady, despite domestic and international economic challenges. Shopping centre investment volumes showed a partial recovery in Q2, with the pipeline of high-quality assets coming to market looking strong."

"Food inflation remains above the long-term average, yet the UK’s leading grocers continue to see positive performance driving investor competition for well-located supermarket assets"

"Contrary to the narrative portrayed by the media, Christmas 2024 has been a relatively successful period for many retailers. December 2024 marked the first month to experience positive retail sales volume growth since April 2022, which has had a subsequent effect on operator performance."

"The market remains in a period of stasis, but opportunities are emerging. ‘Rest of UK offices’ look interesting based upon the yield gap to Central London offices"

"Leisure spending has seen a continued uptick in performance over the last 12 months, in spite of consumer belt-tightening and cost of living increases"