Part 10: The UK is Back on the Map | The Long View with Jon Rose, Adam Lawrence & Roger Martin-Fagg

Part 10 of The Long View Podcast Episode 1. The Full Podcast will be posted on 05 June 2026.

The conversation ends where it began: with a sense that, for all the noise, the UK is in a more interesting position than most people realise – and that there is a specific window of opportunity ahead for those who plan around it rather than react to it.

Adam Lawrence made an observation that deserves more attention than it typically gets: capital is moving. Prime London estate agents are reporting a quiet but notable influx of American buyers – some for the duration of the current US administration, some potentially longer. The reason is partly push, partly pull.

On the push side: the US is a less predictable environment for capital right now, as discussed throughout this series. On the pull side: the instability in the Middle East has made the UAE a less comfortable home for international wealth, which puts the rest of the world – including the UK – back into serious consideration.

This is not a story the UK has earned through brilliant policy. It is partly a function of global instability making relative stability valuable. But the effect is real, and it matters for anyone with property or assets in the UK market.

Adam also noted something telling about the current media environment: the relentless negativity around the UK – crime, decline, dysfunction – appears to be cutting through less effectively than it was six months ago. Whether that is because the narrative has worn thin, or because new political entrants are beginning to compete for that ground, the mood has shifted slightly.

This matters for property and investment sentiment. Narratives drive behaviour. A population that believes a country is in irreversible decline holds back on purchases, delays investment decisions and sits on cash. A modest improvement in national confidence – even one not fully supported by the underlying data – has a real effect on transaction volumes and pricing.

Adam’s read on the 2029 election is that a hung parliament is the most likely outcome. No single party able to govern, a fragmented legislature, and a government that cannot push through major policy change in any direction.

His conclusion was counterintuitive but compelling: that might be exactly what the economy needs. Governments that cannot interfere tend to let the underlying economic machinery get on with its job. Add in what Roger described as a supercharging credit cycle – banks with more capacity to lend, a mortgage market becoming more competitive, and pent-up demand releasing – and the conditions for a period of genuine economic expansion start to take shape.

MARK THE CALENDAR: Roger’s view is that the credit cycle will supercharge economic activity through to around 2035. His message to business owners was clear: plan your exit before 2035. For property investors and those building toward a financial goal, that same window is worth building around.

Roger’s 2035 observation is not a prediction – it is a planning framework. If the credit cycle peaks around that period, the window to realise the value of assets built up through this decade is likely to be somewhere in the 2032–2034 range. That is close enough to be worth putting in the diary now, and far enough away to build toward deliberately.

For Suitable Life’s clients – many of whom are in the accumulation phase of their property or investment journey – this conversation series has offered a consistent thread: the fundamentals are stronger than the headlines suggest, the short-term noise is manageable, and the medium-term opportunity for those who stay focused and plan ahead is significant.

Keep calm. Carry on. And set an alarm for 2033.