“European investors plan to ramp up investment into the Living Sectors as debt costs fall, according to Knight Frank's new investor survey.

All of our 55 respondents, who have more than €98 billion in living assets under management, said they plan to increase their exposure to the sectors in the coming five years. Four in ten are planning to increase their exposure by between 20% and 40%, while a little more than a quarter plan to increase their exposure by between 40% and 80%. The remaining respondents are very bullish…”

“House prices grew by 0.3% in November, according to Nationwide. That put price growth at 1.1% over the last three months. On an annual basis house price growth continued to slow, from 2.4% in October to 1.8% in November. We expect house price growth to continue to slow into the new year while confidence remains subdued.

Despite a prolonged warm-up, we expect the Budget to have a limited effect on the mainstream housing market. The greatest change is the introduction of a council tax surcharge for properties worth over £2 million, effective from April 2028. Charges will range from £2,500 per annum on properties worth £2 million…”

“Sales demand muted ahead of Autumn Budget, and rental market softens.

In the residential sales market, transactions and mortgage approvals edged upwards in Q3 2025. Lenders relaxed their stress test conditions, which has improved affordability for buyers.

Rent growth has eased to 5.5% year-on-year, but demand remains well above pre-pandemic norms.

Explore the full figures for the latest market insights.”