Research Briefing
The 'liberation day' tariffs have been postponed, but the existing tariffs and those likely forthcoming present significant downside risks for...
Industrial
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Research Briefing
Countries in Central and Eastern Europe (CEE) have been among the most exposed to Russia's war in Ukraine and will...
Research Briefing
Hurricane Helene will affect the labor market, consumer spending, housing, corporate profits, and industrial production, but the implications for Q4...
Research Briefing
In our recent real estate webinar, we showed that prices started to turn a corner. We predict industrial and retail...
Research Briefing
Our forecasts do not show any significant deindustrialisation over the next decades in Europe—in fact, we find predictions around imminent...
Research Briefing
We see signs of an industrial recovery in the eurozone which bodes well for eurozone EPS growth and supports our...
Research Briefing
Our latest global relative return index (RRI) signals that risk-adjusted investment opportunities in commercial real estate (CRE) should start to...
