Bear is keen to highlight how the recent trend in food price inflation doesn't seem to be slowing down the performance of the UK's leading supermarkets.
Bull, who's long been a supporter of the long, secure and inflation-linked income that supermarkets provide, is still keen to own a few stores of his own.
Unfortunately, the reluctance of long income and annuity funds to sell up their supermarket holdings means opportunities to purchase supermarket property are few and far between.
The two agree that dabbling in the indirect market might be a canny way to satisfy Bull's need for supermarket exposure, until such time as a direct property comes available.
Bull and Bear are taking a well deserved summer break and will return on the 31/08/2025.
Have a good August.