Although Bull has spent much of the last week watching high-class sport, he has found a small window (before the Men's Wimbledon Final) to discuss the half-year figures for 2025.
Bear remains concerned about the conflict in the Middle East and what is going to happen with Trump’s global tariff policy. He is still struggling to think of many compelling reasons for investors to get off their fences.
Bull is more optimistic and points to evidence of increasing investor appetite for prime commercial property and an expectation of further inward yield movements over the next few quarters.
The overall sentiment appears to be one of tempered optimism, but with a hope that the mid-year results will provide more confidence for investors seeking to deploy capital.
Enjoy your Sunday.