"Many households have begun to cut back on discretionary spend in line with the cost of living squeeze, although opportunities remain for some subsectors in the lead-up to the festive period"

"UK retail yields start to rise in the face of economic concerns"

"Is the cost of living crisis impacting central London?"

"With a consumer recession ahead and retailers’ costs also rising, external headwinds may temper occupational performance going forward"

"Consumer spending is facing a dramatic challenge, and retailers' costs are also rising. Will this short-term shock be enough to derail investors' rising enthusiasm for retail assets?"

"Retail yield compression broadens"

"Ongoing headwinds dampen consumer confidence"