Capital Markets

"Uncertainty over the scale and impact of US import tariffs has clearly hit investor sentiment in the industrial and logistics sector."

"After a good start to the year, global investment in the living sector fell in the second quarter."

"While ‘beds and sheds’ were at the top of the wish list for most investors at the beginning of the year, it may be that ‘beds’ are favoured in a post-tariff world. The industrial and logistics sector, particularly in the US, is likely to see the most disruption from any tariff-induced slowdown in the global flow of traded goods. "

"President Trump’s ‘Liberation Day’ tariffs are set to disrupt the sense of normalcy that had descended over global industrial and logistics markets"

"The global office sector is in recovery, or at least it was. The ongoing fallout from President Trump’s ‘Liberation Day’ tariffs threaten to disrupt the fledgling recovery in the office market. In the short term rising uncertainty will have an impact on leasing activity."