Research Briefing
Explore the potential of Germany's industrial real estate sector, driven by growth in defence spending and e-commerce, amid challenges in...
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Research Briefing
We model two scenarios that bookend the EU's defence spending outlook – a rapid push for self-sufficiency and a pullback...
Our modelling suggests the main beneficiaries of the spending will be a highly concentrated subset of capital-intensive subsectors, mainly in...
Research Briefing
Countries in Central and Eastern Europe (CEE) have been among the most exposed to Russia's war in Ukraine and will...
