Globally, the pharmaceutical sector is responsible for significant greenhouse gas emissions. Equally, the pharmaceutical sector is exposed to climate risks and is highly dependent on nature in its production processes.
Sally Li
Looking into the next 12 months, we see a more nuanced outlook for commodities market. Here are the five key commodity trends to watch for in 2025.
European industry is still in the midst of an almost two-year recession, but we believe that the end is increasingly in sight.
Instead of moving away from the riskiest regions of the country, people in the US continue to move into metros with high climate-related risks.
The world is facing a huge biodiversity finance gap. And COP16 presents an opportunity to mobilise private biodiversity finance.
Our latest whitepaper reveals that the middle class population in emerging markets is set to double over the next decade, expanding from 354 million households in 2024 to 687 million households by 2034.
We expect APAC to outpace both Europe and the US in terms of spending in 2024 and 2025. However, there are risks ahead.
We close out our tactical long position on gold that we re-opened in July 2024. Still, we remain bullish on a strategic horizon.
2024 has been a year of cooling labour markets for most of the world’s major cities, a trend we expect will persist through to 2028. However, within this theme of global cooling, there are several bright spots,
Our proprietary analysis shows that that homes with a higher Energy Performance Certificate (EPC) rating sell at a premium.
We have developed a globally consistent framework showing cross-country GDP vulnerabilities to an escalation in China-Taiwan tensions, factoring in three key channels of risks: trade exposure to Taiwan and mainland China, wider economic and industry reliance on semiconductors for producing output and price ramifications of shortages and disrupted shipping.
Europe’s industrial recession continues to take its toll: the EU’s industrial output expected to shrink by 0.7% in 2024, a significant downgrade from our previous forecast of 0.1% growth,
Fundamental forces including demographics, Ai, geopolitics and climate change play a key role in building resilience into long-term CRE investment strategies.
Our research shows that advanced economies are generally better positioned for the critical megatrends. Australia, Singapore and the UK are the top three most resilient CRE markets, each with unique strengths.
Our Commercial Real Estate Megatrend Resilience Index evaluates the resilience of CRE markets in relation to four critical megatrends.
Our forecasts do not show any significant deindustrialisation over the next decades in Europe. However, Europe indeed faces substantial challenges that will impact low-skilled, upstream, energy-intensive and easily tradable sectors.
Indonesia is planning to move its capital to Nusantara. However, this move is not expected to fully replace Jakarta’s economic role as or solve all its problems.
US economy is in transition, but no signs of a recession are imminent. While weaker-than-expected US labour market data have caused some investor anxiety, we believe these fears are misplaced.
We think equities are underpinned by resilient activity, a broadening EPS recovery, and the prospect of imminent rate cuts.
Extreme heat is becoming the new normal. Tourism sector needs to make sure they are heat-wave ready.
Infrastructure and natural resources have outperformed real estate funds over one-, three-, five- and ten-year timeframes.
