In 2026, the period of historically low interest rates has become a distant memory for investors, necessitating a shift in their investment strategy.
Weaker market liquidity has made passive investing less attractive, and a clear shift is emerging: investors are moving away from traditional “prime-only” strategies towards those that include place-led investment as well. This is rooted in local fundamentals, resilient income and long-term growth drivers.
As both domestic and geopolitical tensions remain, it is vital that investment strategies are thematic and underpinned by long-term trends that can remain resilient to short-term shocks.
In the face of disruption, businesses are increasingly seeking to shorten and onshore their existing supply chains, with just-in-time production and long-distance transportation models no longer adding up. As a result, UK industrial and logistics assets are looking increasingly attractive to a wider range of occupiers. In thi
