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"Many households have begun to cut back on discretionary spend in line with the cost of living squeeze, although opportunities remain for some subsectors in the lead-up to the festive period"

"UK retail yields start to rise in the face of economic concerns"

"Consumer spending is facing a dramatic challenge, and retailers' costs are also rising. Will this short-term shock be enough to derail investors' rising enthusiasm for retail assets?"

"Strong financial performance during Christmas 2021 points to a promising position of recovery for many operators, despite ongoing headwinds in the market"

"Footfall and spend rebounded quicker in 2021 compared to reopening periods in 2020, following widespread pent-up demand and vaccination confidence"

"A successful inoculation process and road map to reopening the economy has boosted the UK’s consumer environment and outlook"

"Are we at ‘peak gap’ between some sectors?"