Skip to main content

Improved valuations will support further yield falls

The poor performance of retail is the main story in Scandinavian and Swiss markets, contrasting with solid industrial and office returns. In emerging Europe, the retail sector is expected to do better, thanks to solid rental growth and yield compression. Stockholm, Budapest and Moscow stand out as our top performers over the next few years.

Subscriber content

Read this in full, free

Start a free trial and use one of your 10 free starter credits to unlock this piece.


Free. 10 articles. No card required.

By completing this form you are agreeing to our Terms and Conditions for the provision of a free trial of Capital Economics' services. We take your privacy seriously and will not share your details with others without your consent. By providing your details, including your email address, you are consenting to Capital Economics sending you macroeconomic commentary and analysis. You can unsubscribe at any time. See our Privacy Policy for more information.