September 29, 2026
Rising rates, surging bonds take a toll on property stocks
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Grant Berry, fund manager at SG Hiscock, looks at how rising rates and surging bond yields have impacted property stocks. He points to a shift in what's driving market expectations: "Sticky underlying inflation and stronger household spending have shifted market expectations from near-term easing and back towards whether monetary policy may need to remain restrictive for longer or tighten further."

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