consumer confidence

"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"

"Although investor confidence has been on the back foot for a number of months, the occupational fundamentals for prime commercial stock remain positive"

"Improving consumer fortunes suggests a turning point in occupational performance, so will 2024 be the last chance for a prime bargain in the investment market?"