"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."

"Consumer resilience remains strong, key performance indicators are steadily improving, and investment momentum is projected to continue into 2026."

"National retail and leisure occupational trends to look for in 2026"

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

"Considering the upcoming Budget, it’s no surprise that there was little change to prime yields in October, reflecting continued wider investor uncertainty"

"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"