Retail property

"Yields edge out as caution increases"

"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"

"Geopolitical uncertainty slows investment activity, but resilient occupier demand and constrained supply continue to support rental growth, particularly in prime office markets."

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

"Volatility becomes orthodox"

"Divergence between consumer and occupier confidence emerged in 2025 as occupiers continue to take a longer-term view"

"Europe’s grocery market adapts to convenience, disciplined value, and the cost of protecting consumers."