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Higher-for-longer rate expectations and geopolitical tensions shaped UK LDI funding markets in Q3, while resilient repo liquidity, rising year-end costs and broader funding options kept flexibility firmly in focus.

Economies and financial markets remain resilient despite heightened inflation risks. These are shaping central bank policy and interest-rate expectations, pushing bond yields to levels not seen since before the global financial crisis.

Retail parks are uniquely positioned at the intersection of three structural forces: value-oriented consumer behaviour, demand for convenience, and a constrained supply pipeline. We assess the outlook for one of the UK’s most structurally supported real estate sub-sectors.

Explore Pyrford's Q3 2026 investment outlook covering bond yields, equity valuations, corporate profits and market risks.

Inflation continues to influence government finances, with UK real yields nearing 2%, their highest level since 2008, and US real yields approaching 3%.

Oil markets have received some comparatively encouraging signals from the Middle East, but the improvement in physical supply has yet to translate into a decisive fall in prices.

Artificial intelligence (AI) is driving one of the largest infrastructure investment cycles in decades. But converting billions of dollars of planned spending into operating data centres will depend on more than access to electricity.