Retail markets

"A sustained focus on improving margins, broadening income streams and enhancing operational efficiency has strengthened the garden centre sector's resilience in the face of continued macroeconomic and geopolitical uncertainty. This sets it apart from the wider retail market"

"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 risk sees build cost sentiment push out"

"What does AI mean for the future of the physical store?"

"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"