Bull and Bear revisit the case for retail investment, particularly in the forgotten High Street sector.

They discover that the e-commerce penetration rate in the UK has fallen back since the COVID-19 pandemic, with online pure-play retailers now facing their own set of challenges.
Not only has the sector now been re-based and re-priced, the retailers who have survived are also 'battle-hardened' for the future.
They conclude that if investors can buy high-quality retail assets and potentially aggregate ownership, they’ll benefit from both a high income return and good capital recovery prospects.
Enjoy your Sunday.