
Liquidity anchored by large transactions
"Portfolio scale, North American capital and balance sheet recycling inject liquidity."
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"Portfolio scale, North American capital and balance sheet recycling inject liquidity."

"Cautious consumer spending sees UK retail sales remain subdued in October 2025, but historically, this has proven to be a prelude to elevated demand during Black Friday and the festive trading season"

"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."

"From resilience to growth"

"What do the next twelve months have in store?"

"Despite easing inflationary pressure positively impacting the direction of consumer confidence, spend growth remains varied by sector whilst anticipation of a recovery is leading to a hiatus in investment activity"

"Diversification is happening and often under the radar"

"What do the next 12 months have in store?"

"Solid Christmas trading expected as inflationary pressures reduce, while investor attitudes to retail about to be tested by large mall sales"

"Retail warehouse pricing moves out with the cost of money and UK Bond yields but, should investors take a second look given the strength of the occupational market?"