Commercial property investment hit a record high in Q4, but we doubt that signals the start of a strong recovery. Admittedly, a fall in financing costs will give transactions something of a boost in...

While leaving interest rates at 3.75% today, as widely expected, the Bank of England sounded more dovish than we anticipated. This this supports our long-held view that interest rates will be reduced...

The RICS survey showed overall occupier and investment market sentiment held in the doldrums at the end of 2025, with prospects for the major sectors muted. However, the outlook for prime assets was...

We expect the budget deficit to halve over the next three years and reach a 24-year low in 2030/31. But the risk of it overshooting our forecast over the next few years has grown. That could happen if...