Research Briefing
2023 has been a turbulent year for global industry, with growth on track to come in lower than any other...
Research Briefing
2023 has been a turbulent year for global industry, with growth on track to come in lower than any other...
Research Briefing
Unsurprisingly, the COP28 international climate conference did not end with a dramatic shift in the world's response to climate change....
Research Briefing
Following a year of subdued global growth in 2023, we think a further softening of economic conditions is likely next...
We think risk assets will underperform in 2024. In this week’s Beyond the Headlines, Javier Corominas, Director of Global Strategy,...
Research Briefing
Global urban consumers have faced numerous difficulties in recent times, and the near-term outlook looks challenging still. Rising interest rates...
The United States and Europe are both set to fall into a shallow industrial recession this year, thanks to a...
Research Briefing
We expect weak consumer spending in the eurozone to persist throughout 2023 and into early 2024. Consumption has mainly been...
Consulting Report
Demand for silver as an industrial metal is set to shine over the coming decade. It has been given an...
The EU’s Carbon Border Adjustment Mechanism (CBAM) is one of the central pillars of the EU’s Fit for 55 Agenda,...
Recent European valuations data from MSCI for Q2 confirmed that capital values are still falling, but at a slower pace...
Our new global relative return index (RRI) signals that commercial real estate (CRE) investment opportunities should slowly and selectively emerge...
Research Briefing
Following a year of subdued global growth in 2023, we think a further softening of economic conditions is likely next...
Research Briefing
GDP growth in Europe's major cities will be modest in 2024, with nearly half seeing a slowdown from 2023. However,...
The United States and Europe are both set to fall into a shallow industrial recession this year, thanks to a...
Research Briefing
Services inflation in the Eurozone has remained persistent and within this the price of travel related items such as international...
Research Briefing
We continue to forecast growth in global construction activity over 2023, albeit at a slower rate than we anticipated at...
Research Briefing
Destinations across the world have been faced with sustained temperatures in excess of 40C (104F) since June. The combination of...
Research Briefing
Several cyclical and structural headwinds have been a drag on eurozone industry recently and are tilting near-term risks to our...
Research Briefing
Our analysis indicates the construction labour shortage will be further exacerbated by the significant increase in employment needed to achieve net zero emissions by 2050, compared to our baseline forecasts. We call these additional jobs the ‘green jobs gap’, which we...
Research Briefing
Our estimates suggest that the surge in aggregate bank profitability may continue in the near term, but the outlook remains...