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Property Special: Retail’s return from the dead and what to expect from its recovery

Reports of retail’s death have been exaggerated. After a long and painful adjustment, the retail’s potential to deliver decent returns means our commercial real estate team now thinks it’ll be the second best performer among the major sectors over our forecast horizon in both the US and UK.

CRE Chief Economist Kiran Raichura and Matt Pointon, our UK CRE lead, are on this special property-themed episode of The Weekly Briefing to talk to David Wilder about our forecasts and address some of the big issues around retail’s recovery, including:

How this recovery will compare to the sector’s…

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