"Cost of borrowing brings interest rate rises back into contention"

"European shopping centres are entering a new phase of recovery, characterised by improving fundamentals, broadening investor interest and an increasingly pronounced quality divide."

"Resilient fundamentals: UK shopping centre and high street investment is poised, not paused, for a stronger H2 2026"

"Cautious macro conditions are constraining investment activity, but firm demand and restricted supply continue to support pricing and income resilience"

"Shopping centre activity strengthens, with high‑street investment led by timing rather than sentiment."

"2026 will see a gentle, but unspectacular, improvement in investment volumes and prices"

"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"

"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?"

"Improved Q2 for investment volumes masks a stuttering start to 2025 keeping yields stable"

"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."