Choking Point

  • In a few short weeks, the US‑Iran conflict has already disrupted energy supplies and highlighted the fragility of the global economy.

  • With UK 10-year gilt yields leaping to 5% on Friday, Bull & Bear assess how the markets have reacted and the implications for UK property investors.

  • Development projects are most at risk, but the pair are comforted that property offers investors income resilience in moments of volatility.

  • They both agree that striking a "deal" to bring the conflict to an end is an economic imperative for all parties.

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