Events and Webinars

We run a worldwide programme of insightful conferences, roundtables, webinars and podcasts presented by our economic experts.

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Webinar
A dampened CRE recovery in 2025

with Abigail Rosenbaum and Riccardo Pizzuti | Online | April 4, 2025

While we anticipate solid economic growth in 2025, ongoing tariff uncertainty continues to pose downside risks. We expect US inflation to rise in the short term, leading the Fed to hold rates steady until December. Elevated long-term bond yields are expected to temper investor sentiment. As a result, the commercial real estate (CRE) pricing recovery will remain subdued this year, though not derailed, before gaining stronger momentum in 2026 and 2027. In this real estate webinar, we utilize our proprietary Relative Return Index (RRI) to identify compelling risk-adjusted investment opportunities across global CRE markets as the pricing recovery unfolds.

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Webinar
Global CRE key themes for 2025 – A tentative growth revival

with Abigail Rosenbaum, Mark Unsworth, Nicholas Wilson and Riccardo Pizzuti | Online | December 12, 2024

Join us as we explore the outlook for the global commercial real estate market in 2025 and our key themes for the year ahead. CRE is poised for a tentative revival in values after several challenging years. With the interest rate cutting cycle underway, prices appear to have bottomed out in most sectors, while credit conditions and investment activity are beginning to show early signs of recovery. This webinar will provide key insights into the factors driving this tentative rebound and what it means for investors and market participants in the coming year.

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Webinar
Navigating Australia’s Property Market: Growth and Affordability Insights

with Maree Kilroy | Online | April 18, 2024

Australian house prices have regained momentum in early 2024, signalling a persistent mismatch between demand and supply across various regions and cities. The pass-through of interest rate cuts from late last year has the potential to further accelerate price growth and turnover. However, amidst these developments, the pressing question remains: which market holds the greatest potential for growth near-term?

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Webinar
Post-correction real estate opportunities on the horizon?

with Abigail Rosenbaum | Online | April 17, 2024

Solid US GDP growth and lower inflation in 2024 will lead the Fed to begin cutting rates mid-year. Rate cuts should stabilize investor confidence and bring the commercial real estate (CRE) pricing correction to an end this year. Once a recovery is underway in 2025, opportunities will start to emerge. In this real estate webinar, using our Relative Return Index (RRI), we highlight risk-adjusted investment opportunities for Global CRE in 2024 and beyond.

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Webinar
A health-check on China’s real estate and construction industries: Are we still on life support?

with Louise Loo, Nicholas Fearnley and April Skinner | Online | April 2, 2024

China’s property downturn continues to weigh on the outlook. Can we be hopeful that the economy will successfully decouple from its old property-led growth model? How much of an offset can state-led construction provide as authorities look to prop the economy up? Join us in a discussion between Louise Loo our China Macro-economist and April Skinner our China Construction economist, as we address some of the FAQs around China’s housing and construction sectors and take a pulse-check on property’s multi-year correction process. Key talking points: How far does China’s real estate downturn have to go? What are the longer term implications for building construction? How much can state-led infrastructure projects prop up the economy? Will the “New Three" Industries keep the economy afloat? Supply chain risks and what this means for costs and construction.

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Webinar
China: Will the ‘New Three’ industries prove an economic game-changer?

with Louise Loo | Online | February 2, 2024

A step-up in decarbonisation efforts has boosted growth in the new industries of electric vehicles, batteries, and renewables in China. To what extent are these proving to be the economy's new growth drivers? What can authorities do about the risk of overcapacity? Can these industries offset the macro drag from a shrinking housing sector?

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Webinar
Global CRE key themes for 2024 – A year of transition

with Mark Unsworth and Nicholas Wilson | Online | January 30, 2024

Global GDP growth and inflation will slow in 2024 and central banks will begin to pivot in H2. Commercial real estate (CRE) values are likely to be slow to recover but opportunities will start to emerge. In this real estate webinar we discuss the outlook and take you through our key themes for the year ahead.

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Webinar
Global spillovers from a weaker China

with Adam Slater and Innes McFee | Online | October 16, 2023

We examine how a weaker China could affect the global economy, assessing the importance of real economy and financial channels. We also report the results of a detailed modelling exercise looking at the global and cross-country impacts of a negative growth shock in China centred on real estate markets.

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Webinar
The policy cycle is peaking but is European CRE out of the woods?

with Mark Unsworth and Tomas Dvorak | Online | September 21, 2023

As we approach the peak of the monetary tightening cycle we assess what this means for UK and eurozone economic growth, inflation and interest rates. We explore the latest developments in the European commercial real estate market and assess if values have reached a turning point.

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Webinar
Navigating the challenging outlook for Asian real estate markets

with Nick Wilson and Innes McFee | Online | September 28, 2022

Intensifying headwinds from more aggressive monetary tightening is impacting the outlook for Asian real estate markets. Additional challenges regarding soaring construction costs, upward pressure on cap rates, and prolonged covid restrictions are adding an additional layer of complexity to the region. Join us as we take a look at various aspects of the investment landscape to identify the forthcoming threats and opportunities.

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Webinar
Near-term real estate performance and long term risk

with Christopher Babatope and Mark Unsworth | Online | July 15, 2022

In an environment where cyclical risks are rising, structural risks continue to remain important. Rising geopolitical uncertainty, weakening growth prospects and quickening rate hikes have led us to revise our near-term real estate outlook, while the long-term risks stemming from the climate transition are also ever-present. We examine near-term real estate performance and long-term obsolescence risk in this webinar.

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Webinar
Where real estate investors should look for shelter from high inflation

with Christopher Babatope and Mark Unsworth | Online | May 4, 2022

With US headline inflation hitting its highest level since December 1981 in April and the Federal Reserve entering a front-loaded tightening cycle, there is plenty for real estate investors to consider. At the national level we still expect 2022 returns to be above historical averages but the picture among sectors and cities is mixed. We examine where investors can find the best shelter from the impact of higher inflation across the US and how real estate compares to other asset classes.

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Webinar
Will a trade war derail the construction industry?

Online |

The spectre of a trade war following President Trump's return to the White House threatens to derail the anticipated rebound in Global Construction Activity. The move towards net zero and an ongoing backlog of construction work continue to provide strong tailwinds, but is this enough to offset the Chinese Real Estate downturn and the impact of tariffs? In this webinar Dr Nicholas Fearnley will take stock of the global construction market, discuss how the outlook as evolved, and identify the key risks, themes and opportunities in the years ahead.

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