Research Briefing
The divergence in yield curves across markets has been notable, with most experiencing significant upward shifts in the last two...
CRE
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Research Briefing
The global economy has been in a 'slowbalisation' in recent years. For real estate investors in AEs, this policy shift could present compelling long-term opportunities in the industrial sector.
Research Briefing
Our view is that European commercial real estate (CRE) is not out of the woods yet, but things are looking...
Research Briefing
Financial pressures from surging material costs and supply chain disruption are easing in the UK, but we remain downbeat on...
Research Briefing
Long-term forward rates have risen markedly in the US, eurozone, and UK over the past year, and now stand well...
