UK real estate is well positioned to deliver positive outcomes – measured against both financial performance and the government’s agenda to promote assets that contribute positively to long-term economic growth.

While the tariff theme continues to rumble away, this week has been all about the economic data and trying to decipher whether the tariffs are showing up in US inflation.

The consensus view in financial markets is that tariffs are on a deescalating path, but uncertainty remains high and there is a risk of complacency.