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160 épisodes
depuis 26 avril 2020
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Tom is joined by market analyst Michael Brown to make sense of rising mortgage rates that seem to hinge on Donald Trump's next move. They discuss why UK borrowing costs are climbing again, why crude oil is no longer the main problem, but something called the crack spread is, and whether the Bank of…

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ÉPISODES PRÉCÉDENTS

Has the investment case for commercial real estate changed?Commercial real estate faces no shortage of challenges, from higher borrowing costs to a weaker economic backdrop. In this episode, Will Matthews is joined by Shabab Qadar and Katie O'Neill to discuss the evolving investment case for real …
Tom is joined by James Nation, former special adviser to Rishi Sunak at the Treasury, to unpack the wave of pre-Budget speculation around a lower mansion tax threshold and a possible capital gains tax rise. They discuss why this year's rumours may not be genuine Treasury trial balloons, how much fi…
Mortgage rates are rising again, but the conflict in the Middle East is only part of the story. Tom Bill is joined by Helen Thomas of Blonde Money to discuss the global forces putting upward pressure on borrowing costs, from Japan's return to inflation and changes at the Federal Reserve to the f…
Everything about AI feels extreme, from the billions being invested to the predictions about how profoundly it will change our lives. But if AI is reshaping how work gets done, what does that mean for the buildings where work happens?   In this episode, Will Matthews is joined by Dr Lee Elliot…
Ahead of the autumn Budget, Tom Bill is joined by tax specialist James Quarmby to discuss the fallout from the UK's non-dom reforms and why he estimates they have cost the Exchequer £4 billion. They explore what happens when a tax system relies heavily on a small group of highly mobile taxpayers, h…
What does Andy Burnham's first fortnight as Prime Minister mean for the housing market? Tom Bill is joined by financial analyst Michael Brown. They discuss the latest developments in the Middle East and the implications for oil prices, inflation and mortgage rates, before examining the Bank of En…
With Andy Burnham now Prime Minister, "Manchesterism" has moved from regional talking point to potential national strategy. So what is "Manchesterism", and what does it mean for UK real estate? Will Matthews, Knight Frank's Head of Commercial Insight, is joined by Insight partners Jennifer Townsend…
In this episode of Housing Unpacked, Tom Bill is joined by Alex Webster, Head of Lending at Coutts, for a discussion about wealth, lending and property at a time when political uncertainty and market volatility have become part of everyday life. With speculation mounting over tax policy, interest r…
Real estate capital is increasingly targeting energy infrastructure, but why now, and what does it mean for traditional investors?  In this episode, Will Matthews is joined by Nik Potter, Associate in Knight Frank's Capital Markets Insight team, and Flora Harley, Head of Energy and Sustainabil…
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