With the rent moratorium ending on 24 March 2022, Bull and Bear discuss the implications of the new legislation for landlords and tenants in relation to rent arrears.
#414 | Bull and Bear | Unsatisfactory End of Term Report
#413 | Bull and Bear - Secondary Industrials
#412 | Bull and Bear - The impact of the Ukraine crisis
#411 | Bull and Bear - Responsible Investment
#410 | Bull and Bear - Forward Guidance | Interest Rates and Yields
After a gruelling week assessing the fall-out of the Russian banks on the banking system, Andrew Bailey, the Governor of the Bank of England, just wants to be left alone to read his Sunday newspapers, over a quiet pint. The last thing he needed was to be ambushed by Bull, anxious to get a bit of forward guidance on interest rates. In a firm, yet head-masterly tone, he tells Bull to ‘take a hike’.
#409 | Bull and Bear - High Street Retail
Over their regular Sunday beverage, Bull tries to persuade Bear that the time has come to be investing back into the High Street. Unsurprisingly, Bear is being … well, rather more bearish!
The main areas of their discussion include MSCI returns and consumer spending alongside the stabilisation of rents, yields and vacancy rates.
