Update: November 2019 – Logistics

With the election fast approaching, economic news is overshadowed by political in the UK. A harder Brexit for the Conservatives and business-unfriendly policies under Labour spell limited upside for equities and the pound whatever the result. The property market continues to take the heat of ongoing uncertainty, with lower investment values seen across all sectors. A tighter supply, well below the five year average, has seen a drop in vacancy rates across the country. As the structural shift towards online sales for retailers continues, the logistics sector has been the beneficiary. Download PDF