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Jan Luthman, Macro-Thematic: London Calling

The central London property market stands at the confluence of several powerful macro trends which have led to the initiation of a new portfolio macro theme, London Calling. London has a long established standing as the commercial bridgehead into Europe and as a centre of international finance; a status cemented by the continued importance of English as the lingua franca of business. In addition, capital values and rental growth in the commercial sector are underpinned by scarcity of supply and the significant lead times required for planning permission and construction.

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