Intelligence Talks

After two years of boom conditions is the cost of living crisis leading to a reset of pricing and activity in global housing markets? Liam Bailey talks to Kate Everett-Allen and Tom Bill to discuss the outlook for this critical market sector.  Hosted on Acast. See acast.com/privacy for more information.

This week, Anna Ward is joined by Oliver Novakovic, technical and innovation director at UK housebuilder, Barratt Developments, and Andrew Shirley, editor of our Wealth Report magazine and head of rural research.  Oliver is working on Barratt’s zero-carbon concept home, the Z House in Salford, Manchester. He explains how the current inflationary environment is impacting the project, disc...

This week, the Queen's Speech covered 38 pieces of new legislation, up from 30 last year, with Boris Johnson seeking to reboot his premiership. In this podcast, we focus on a couple of the bills most relevant for the property sector - energy security and levelling up and regeneration. Anna quizzes Knight Frank’s heads of planning and energy – Stuart Baillie and David Goatman – about the likely imp...

Last year, someone spent a little under a half-million dollars to be Snoop Dogg’s next-door neighbour. In the metaverse or Snoopverse, of course. Snoop first started building his own virtual world in September last year on the Sandbox platform, one of the world’s biggest metaverse firms.   In this episode, our second Wealth Report special, we hear from the man behind the launch of the Sandbox...

This week, Anna is joined by Knight Frank Finance managing partner Simon Gammon and head of UK Residential Research Tom Bill. They discuss the latest outlook for UK house prices and the impact of rising inflation and slowing economic growth. Simon gives his take on interest rate hikes, how fast and how much higher they will rise, and the impact this will have on the mortga...

This week we take a look at Britain's wine boom and how it is impacting the land market. British sparkling wine in particular has been portrayed as one of the wine world's big success stories. While it currently only represents a fraction of global sales, sales are growing. Overall, there are now over 700 vineyards in England and Wales.   Anna speaks to&nbsp...

The rising cost of living was the main theme for Rishi Sunak’s Spring Statement. In this podcast, we explore how increasing energy and household bills are impacting sentiment, both for shoppers on the high street and buyers of new homes. What will be the key challenges over the next few weeks and months, and what metrics will retailers and house builders be watching closely? On the...

This week Anna is joined by Knight Frank’s global head of occupier research Lee Elliott and head of research for Asia Pacific, Christine Li.  They take a look at the latest twist in the back-to-work debate – with Google having recently ordered its workers back on a hybrid basis from April – three days a week in the office and two at home. So, how will companies fare in adopting hybrid work st...

In a bonus episode for our flagship magazine the Wealth Report which is out this week, we explore the rise of new smart cities and the metaverse.   Anna is joined by Wealth Report deputy editor Flora Harley and our guest speaker is Dr Sarah Moser. Sarah is an associate geography professor at McGill University in Montreal Canada, specialising in new cities and urban mega-develop...

This week Anna is joined by Knight Frank’s head of retail research Stephen Springham and retail analyst Emma Barnstable.  They set the scene first on the current state of the UK retail sector two years on from the start of the pandemic and then look at how a consumer squeeze is impacting the market – rising prices are everywhere, the cost of margarine has shot up by over 30% in...

Supply chain troubles are feeding into sharp build cost hikes for the construction sector in the UK.  In this podcast, we look at how long these problems are likely to last, how Britain stacks up compared to the rest of the G7 economies and the impact on its housing delivery rates. Anna speaks to Knight Frank head of residential development land Justin Gaze and Jennifer McKeown, head of...

We’ve seen a sharp rise in inflation and the Bank of England is expected to hike interest rates in early February. What does this mean for UK house prices? We hear from Knight Frank head of UK residential research Tom Bill and Toscafund chief economist Savvas Savouri. The pair last came on the podcast six months ago, ahead of the sharp increases in gas prices which have contributed to record infla...

Intelligence Talks, a podcast from the Research Team at Knight Frank.  Every fortnight on a Friday we’ll be bringing you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.  Each episode we'll be joined by experts from across the property industry to hear their take on everything from the impact of Covid-19 on residential develop...

News last week that farmers in England will be given taxpayers’ cash to rewild their land has triggered a widespread debate. In this podcast, we explore the UK government’s plans for large-scale nature recovery projects and what they could mean for land ownership. Anna is joined by Knight Frank’s rural research head Andrew Shirley and head of agri-consultancy Tom Heathcote. Hosted on Acast. S...

For our final episode of the year, we look at Knight Frank’s predictions for residential and commercial property in 2022… Anna is joined by head of international residential research Kate Everett Allen, head of UK commercial research Will Matthews and global head of occupier research Lee Elliott. They share their key predictions for 2022, explore whether the ‘race for space’ in residential propert...

This episode we focus on a relatively new sector in the UK housing market: suburban build-to-rent. We’ve seen the rise of build-to-rent in city centres, but more recently major investors have been betting on the growth of rental demand in the suburbs as adults in their mid-30s to mid-40s are increasingly looking to rent rather than buy.  Our guest this week is Jonathon Ivory, managing directo...

The pandemic has contributed to sharp house price growth across the globe. In the UK, despite the end of the stamp duty holiday, demand for residential property remains strong. So, what will take the heat out of the market? To get a sense of what might be coming next, we look at what’s going on in New Zealand and Australia: both countries which have also seen significant house price growth during...

Net zero has come into sharp focus in recent weeks in the run up to COP26. As well as a string of government strategy announcements, actress Joanna Lumley has called for wartime rationing to fight climate change. So what are the key takeaways for property? On this week's Intelligence Talks podcast, Anna speaks to Imperial College London professor Richard Templer&...

The London rental market is booming as students and office workers return to the city. There is now upwards pressure on rental values in an undersupplied market. Anna is joined this week by Gary Hall, head of lettings and Sacha Hawkins, who heads up our relocation agent team, to discuss the future prospects of the market. How long will rents keep on rising? The trio look at how fast...

New York was hard hit by the pandemic as businesses closed and the wealthy moved upstate for more space. But it’s now in recovery mode and, like global cities around the world, revitalising its centre will be key. This week, we speak to Dan Tubb, senior director of sales at the Towers of the Waldorf Astoria Residences, about the future of Manhattan and whether the boom in suburban home s...

This week, we look at what is happening behind the scenes in government on three key issues for the property sector: the return to the office, future of retail and net zero targets. Anna speaks to Andrew Smith, head of public affairs at Weber Shandwick to find out how he is navigating these long term policy agendas and how they are impacting property occupiers.    Andrew stresses that th...

  With the government’s net zero policies in flux, how can the property sector ensure buildings are fit for the future?    This week, Anna speaks to Graham Cooley, CEO of hydrogen specialist ITM Power, which is based in Sheffield, and has the world's largest electrolyser facility.    Anna is also joined by David Goatman, head of energy and sustainability across EMEA a...

This week, we look at the UK government’s plan to overhaul the planning system. How realistic are their proposals and why are residents and backbench Tory MPs increasingly concerned? Anna is joined by David Cooper, planning specialist and lawyer, best known for his involvement with Arsenal FC's move from Highbury to Holloway, as well as   Knight Frank co-head of residential developm...

This week, we learnt both British and US inflation rates accelerated unexpectedly in June, challenging the view that high inflation during the post-Covid recovery will be temporary. Joining Anna on the podcast to discuss the impact of rising inflation on property markets is David Bailin, Chief Investment Officer at Citi Global Wealth, and Knight Frank research partner Flora Harley. David says...

The UK housing market has moved on quickly from a seven-week freeze last year to a lengthy stamp duty holiday. But what happens now that the holiday on the first half a million pounds of a property price has ended? Will prices cool and is tax reform on the cards? As of Thursday this week, the threshold has fallen back to £250,000 where it will remain until 1 October when it reverts back to £125,00...