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Research Briefing | Feb 21, 2022

Real estate looks solid despite inflation and rate risks

Real estate looks solid despite inflation and rate risks Page 1While cause for worry remains relatively low, the chances of a higher inflation regime have increased. In this report, we analyse the key underlying transmission mechanisms of inflation to commercial real estate performance and their current state. Namely, interest rates, real wages and corporate earnings.

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Research Briefing | Feb 21, 2022

Real estate looks solid despite inflation and rate risks

Real estate looks solid despite inflation and rate risks Page 1While cause for worry remains relatively low, the chances of a higher inflation regime have increased. In this report, we analyse the key underlying transmission mechanisms of inflation to commercial real estate performance and their current state. Namely, interest rates, real wages and corporate earnings.

Read more

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Research Briefing | Feb 21, 2022

Australia’s population outlook boosted by quicker border reopening

Australia's population outlook boosted by quicker border reopening Page1Alongside the return of temporary migrants, the Australian border will be open to all traveller categories, most importantly tourists, from 21 February 2022. The accelerated return of temporary migrants has upgraded the outlook for net overseas migration (NOM). We see quarterly NOM returning to the pre-pandemic rate by mid-2022.

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Research Briefing | Feb 21, 2022

Australia’s population outlook boosted by quicker border reopening

Australia's population outlook boosted by quicker border reopening Page1Alongside the return of temporary migrants, the Australian border will be open to all traveller categories, most importantly tourists, from 21 February 2022. The accelerated return of temporary migrants has upgraded the outlook for net overseas migration (NOM). We see quarterly NOM returning to the pre-pandemic rate by mid-2022.

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