Market in Minutes: City Investment Watch
"January sees a quiet start to 2026 following December’s flourish"
Commercial research
Tagged Articles
Central London Office Market Watch
"Welcome to your latest Central London office market watch, exploring insight from the City and West End office occupational markets"
Spotlight: European Office Leasing – Q4 2025
"European office demand held steady in 2025, with vacancies at 9% and incentives tightening, and take-up forecast to grow 3% in 2026."
Spotlight: European Grocery Report – Q4 2025
Contains 7 articles"Europe’s grocery market adapts to convenience, disciplined value, and the cost of protecting consumers."
The battle for convenience as hypermarkets retreat
"From downsizing legacy assets to rolling out urban formats, retailers chase proximity, speed and low‑friction shopping."
Discounters applying pressure to national champions
"Lean operators squeeze from below as discounters expand, testing the resilience of Europe’s grocery incumbents."
A store-led digital reality
"Europe’s digital grocery future is built on bricks and mortar, with stores acting as the backbone for fulfilment, last‑mile efficiency and profitable omnichannel growth."
AI and the cost of compliance
"Automation streamlines, but compliance embeds long‑term capital costs into the grocery model."
Consolidations and portfolio optimisation
"Margin pressure and rising capex push grocers toward M&A, buybacks and portfolio rationalisation."
Liquidity anchored by large transactions
"Portfolio scale, North American capital and balance sheet recycling inject liquidity."
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