Bull's Top Picks

  • The imminent visit of a prospective investor from Singapore reveals some significant differences in Bull and Bear’s thinking about the best time to re-enter the market.

  • Bear is worried that, despite the sharp fall in capital values over the past 12 months, the spread between property yields and gilts is still too thin.

  • Bull simply sees the current apathy towards the market as an excellent opportunity to capture some top assets.

  • The West End, Industrials within the M25, Oxford and Cambridge and selective Student Accommodation are his top targets.

  • Enjoy your Sunday.

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