Abrdn: UK poised to lead global property sector recovery
Real estate sector has ‘mostly repriced’ following the end of cheap money
Real estate sector has ‘mostly repriced’ following the end of cheap money
Potential for broader political instability across Europe
Equities also attracted over €18bn
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
‘Goldilocks’ scenario of ‘not too hot and not too cold’ may become true with falling inflation in the UK, US and eurozone
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
The UK’s debt burden is high and it is not master of its own destiny
Valuations across some parts of the credit market could look stretched