Our perspective on the global economy and financial markets, and our views on the investment themes likely to prove consequential in the months – and years – ahead.

UK real estate is well positioned to deliver positive outcomes – measured against both financial performance and the government’s agenda to promote assets that contribute positively to long-term economic growth.

While the tariff theme continues to rumble away, this week has been all about the economic data and trying to decipher whether the tariffs are showing up in US inflation.