Research BriefingWhitepaper
Frontier sectors are central to the UK’s Industrial Strategy. Our latest research reveals where growth is concentrating, and what leaders...
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Research Briefing
China’s rapid rise across both high-tech and labour-intensive exports is reshaping global trade and squeezing competitors — but which countries...
Research Briefing
US tariffs under a Trump presidency and a Republican-led Congress are a major concern for China. However, we expect additional...
Research Briefing
Based on our analysis, most investors are likely to allocate heavily towards industrial and away from offices over the next...
Consulting Report
The life sciences industry makes a major contribution to the UK economy. One in every 121 employed people in the...
Research Briefing
Our expectation for the US industrial sector to outperform other major commercial real estate sectors is predicated on the persistence...
Research Briefing
While we believe interest rate hikes are mostly over, interest-sensitive sectors are being weighed down by the cumulative impact of...
Research Briefing
While we expect that sector selection will still be an important component to generating alpha in commercial real estate investment,...
Our new global relative return index (RRI) signals that commercial real estate (CRE) investment opportunities should slowly and selectively emerge...
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
We are adding a depreciation risk premium that incorporates climate transition risk to our required returns framework.
Introducing our Industry Climate Service to help clients quantify the impacts of climate change and associated mitigation policies on output...
Research Briefing
German industry has been successful in reducing its consumption of gas relative to previous years, particularly in the second half...
Research Briefing
Following the loss of Russian pipeline gas, European countries have increasingly focused on LNG shipments as a replacement, giving Europe...
Research Briefing
Russia’s shutdown of natural gas flows to Europe has resulted in skyrocketing regional prices. This has contributed to a significant...
Research Briefing
Soaring debt costs across advanced economies threaten to push commercial real estate markets into distress. DM REITs are likely to...
Research Briefing
The cost of debt for real estate has risen steeply in recent months, as credit conditions tighten, loan margins widen,...
