
Spotlight: Shopping centre and high street – Q2 2026
"Resilient fundamentals: UK shopping centre and high street investment is poised, not paused, for a stronger H2 2026"
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"Resilient fundamentals: UK shopping centre and high street investment is poised, not paused, for a stronger H2 2026"

"Consumer headwinds persist, but occupational fundamentals remain supportive"

"The UK leisure market enters 2026 with a blend of opportunity and uncertainty. Businesses that remain agile in pricing, invest selectively, improve operational efficiency and strengthen the quality and distinctiveness of their offer will be best placed to navigate the evolving market landscape."

"The UK cinema sector enters 2026 with a credible platform for further recovery and renewed strategic momentum."

"UK retailers deliver resilient performance amid consumer caution"

"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"

"European savings rates remain elevated"

"Retail sales growth slowing as consumers prioritise savings"

"A story of polarisation, value-add and diversification"