Retail: clearance sale

Online shopping’s disruption of the US retail sector poses challenges and opportunities for investors trying to stay one step ahead.

In the first of a series looking at the rise of online shopping, the FT assesses how damaging the ‘Amazon effect’ could be for traditional retailers

Investors begin to doubt the highest-rated properties will escape online disruption

World’s largest real estate investor sees mounting ‘secular’ pressures on US retail

Level of short interest in some of the largest operators has been increasing steadily

Figures show worst situation since 2013 as investors balk at refinancing