Global trade will be caught in a tug-of-war between tariffs and AI, capping growth at 1.2% in 2026.
Sally Li
Canada’s industrial property outlook for 2026 points to broad resilience. Explore which markets fare better and the key risks influencing performance.
LatAm economies will lose momentum in 2026, but some will fare better.
We believe APAC will remain the strongest global performer in 2026. However, the growth trajectory will likely be more uneven than in past cycles.
Prospects appear solid for global industry in 2026, but activity is set to remain regionally and sectorally divergent.
We think 2026 will be another challenging year for the UK economy – our GDP growth forecast of 1% is at the bottom of the consensus.
Real estate is still poised for a revival in 2026. Although 2025’s deal recovery was delayed, the key fundamentals remain in place for renewed momentum.
We expect the Eurozone economy to gain momentum in 2026, but without a strong policy boost, its economic growth will be lacklustre.
Some very smart people are betting that machines shaped like humans will do much of our household and factory work for us in the near-ish future. But hurdles remain.
COP 30’s agenda had placed a strong emphasis on countries’ implementation of their emissions reduction target and, for the first time, several workstreams included discussions on unilateral trade policies.
We expect the global valves market to register an increase of 3.0% in 2025 and 3.1% in 2026. The downgrade is largely due to a weaker outlook for growth as a result of the impact of tariffs.
US exceptionalism will continue in 2026—but so will the vulnerabilities beneath the surface.
We expect steady but unexceptional global GDP growth in 2026, with more interesting developments beneath the surface.
As we head into 2026, our attention is turning to the key themes for next year. But how did our key calls for 2025 pan out?
Looking ahead, we anticipate a modest contraction in 2026 for aggregate commodity prices, with US natural gas and precious metals likely to remain relative outperformers.
Industrial strategy, not scarcity, has become the new source of commodity price turbulence.
As COP30 approaches, we explore the economic cost of a warmer world and why adaptation and resilience must be at the heart of climate action.
We expect that the number of cars produced in Europe will grow over the next years. However, the future is much bleaker than the past.
China’s exports have adapted, rather than retreated, under higher US tariffs. It will be difficult for businesses and consumers to decouple from Chinese exports or China-linked supply chains.
The federal shutdown that started on October 1st is on course to be one of the longest in years and could have a significant impact in a handful of mostly southern metros.
