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Intelligence Talks

Knight Frank
UK Housing Market
Knight Frank
London
Interest Rates
Labour Party
UK Student Accommodation Sector
UK Budget
International Students
Residential Development
Integrated Retirement Communities
UK Living Sectors
Inflation
Bank Of England
London Office Market
Housing Market
Housing Crisis
New York
Mortgage Rates
Public Finances
Mansion Tax

From Knight Frank Research, Intelligence Talks brings you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

New episodes fortnightly.

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PublishesWeeklyEpisodes154Founded6 years ago
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Latest Episodes

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 ... more

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... more

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... more

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... more

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Recent Guests

Darren Mansfield
Partner in Knight Frank, specializes in regional office and investment markets
Knight Frank
Episode: Manchesterism, defence, and the future of UK growth
Alex Webster
Head of Lending at Coutts
Coutts
Episode: Coutts Head of Lending: Volatility Is the New Normal
Nik Potter
Associate in Capital Markets Insight team
Knight Frank
Episode: Why real estate capital is moving into energy infrastructure
Flora Harley
Partner and head of Energy and Sustainability Insight
Knight Frank
Episode: Why real estate capital is moving into energy infrastructure
Anthony Payne
CEO and co-founder of LonRes, LonRes data platform
LonRes
Episode: The Rise of the Domestic Buyer: Prime Central London Comes Full Circle
Seb Jones
Senior Analyst in the Modelling and Intelligence Team; head of Knight Frank's Design System for Data Visualisation
Knight Frank
Episode: The hidden language of charts
Helen Thomas
CEO of Macroeconomic and Political Consultancy, Blonde Money
Blonde Money
Episode: Burnham, bonds and the mortgage squeeze
Peter Murray
Co-founder of New London Architecture; author and former design advisor to London mayors
New London Architecture
Episode: City Hall Has Lost Its Grip on Housing: London Mayoral Candidate Peter Murray
Oliver Knight
Head of Residential Development Research at Knight Frank
Knight Frank
Episode: Where next for Multifamily?

Hosts

Tom Bill
Host focused on housing markets and policy implications; long-standing representation of Knight Frank's residential research
Katie O'Neill
Host guiding Intelligence Talks with emphasis on data and insights
Will Matthews
Host of Commercially Minded; leads discussions on investment and real estate finance topics

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Talking Points

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Burnham’s First Fortnight: Reading Between the Lines for the Property Market
Q: How might the Middle East conflict and energy prices feed into the UK mortgage and housing outlook?
Energy price shocks and higher oil prices push up inflation and swap rates, keeping mortgage costs elevated and creating a sideways drift in rates rather than a rapid move higher, unless a durable peace reduces energy volatility.
Burnham’s First Fortnight: Reading Between the Lines for the Property Market
Q: What are the latest thinking in the Bank of England and what should happen on the upcoming meeting?
The expectation is that the Bank of England will likely hold rates at 3.75% with possible hawkish dissent but no immediate hike; attention will focus on the vote split and how forward guidance will shape expectations for inflation and energy-driven pressures.
The Rise of the Domestic Buyer: Prime Central London Comes Full Circle
Q: And without wanting to overplay the negatives, what's your honest take coming through based on the data of where the market is at the moment, perhaps compared to recent history?
Prices have been on a downward trajectory with uneven performance across submarkets, but there are still opportunities in certain segments and locations, particularly where buyers are motivated by value and genuine home ownership, rather than speculative gains.
The Rise of the Domestic Buyer: Prime Central London Comes Full Circle
Q: And if we were to bring it up to date, since the middle of about 2015, obviously things have been on a more of a downwards trajectory. What's your take on where the market stands today?
The market is adjusting with a mix of price discipline and selective buying, with prime central London showing resilience in pockets and a shift toward more domestic buyers who are pricing in a new normal rather than chasing international investment.”
City Hall Has Lost Its Grip on Housing: London Mayoral Candidate Peter Murray
Q: What would your priority list look like once in City Hall?
The priorities center on delivering tangible housing and infrastructure quickly, simplifying planning processes, empowering small developers, and improving streets, transport, and overall urban vitality while maintaining high design standards.

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Frequently Asked Questions About Intelligence Talks

What is Intelligence Talks about and what kind of topics does it cover?

Industry-focused discussions exploring property market trends, housing policy, and macro headwinds, with a strong emphasis on London's dynamics and broader real estate implications. Episodes frequently pair market-sense with policy context, covering topics such as mortgage rates, the impact of energy shocks and geopolitics on housing sentiment, ESG considerations in real estate, and the evolving balance between domestic and international demand. A distinguishing trait is the integration of data storytelling, macroeconomics, and on-the-ground market analysis, often featuring senior Knight Frank researchers, developers, lenders, and policy-minded guests. This mix makes it valuable for listeners who want practical takeaways for investment, dev... more

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1. AJ Bell Money & Markets
2. Real Estate Insights, from Savills
3. The Rest Is Money
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5. The News Agents

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Intelligence Talks launched 6 years ago and published 154 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on Intelligence Talks include:

1. Darren Mansfield
2. Alex Webster
3. Nik Potter
4. Flora Harley
5. Anthony Payne
6. Seb Jones
7. Helen Thomas
8. Peter Murray

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