Research Briefing
Our modelling shows European real estate is most exposed to inflation and bond-yield shocks, with impacts varying widely across cities...
Bond yields
Filter content
Tag
Region
Research Briefing
The rise in bond yields reflects fiscal concerns, higher risk premia, shifting investor preferences, and idiosyncratic factors.
Global construction activity has continued to stagnate over 2024 as the impact of high construction costs, policy tightening by central...
Research Briefing
Our latest global relative return index (RRI) signals that risk-adjusted investment opportunities in commercial real estate (CRE) should start to...
We think low quality stocks will be the key beneficiaries of our soft-landing view. In this week’s Beyond the Headlines,...
Research Briefing
We have revised up our forecast for long-term bond yields in several advanced economies - most notably in the US...
We've recently revised up our forecasts for US and UK bond yields in the long term by 50 basis points;...
Research Briefing
The failure of Silicon Valley Bank and other stresses in the global banking system have triggered a sharp repricing in...
Research Briefing
We expect the Philippines' 10-year government bond yield to trend down in 2023-2024, after rising continuously since Q3 2020.
Research Briefing
We have significantly downgraded our global real estate outlook since the launch of the Real Estate Economics Service six months...
Research Briefing
The ECB's unexpectedly hawkish shift tone prompted a sizeable market reaction, with Italian 10-year bond yields rising 55bps, to 1.95%....
Research Briefing
We concur with the central bank’s (BSP) view that the current rise in inflation in the Philippines is for the...
Research Briefing
We now expect the long-run nominal neutral policy rate – i.e., the rate at which the economy is in equilibrium...
Inflation has become the all-consuming focus of investors’ attention in recent weeks. On the surface the story is simple—transitory factors...
