As we head into 2026, our attention is turning to the key themes for next year. But how did our...
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Research Briefing
Based on our analysis, most investors are likely to allocate heavily towards industrial and away from offices over the next...
Research Briefing
We think equities are underpinned by resilient activity, a broadening EPS recovery, and the prospect of imminent rate cuts.
This blog post emphasises the critical need for a comprehensive analysis in climate risk management, recognising the value of NGFS...
Infrastructure and natural resources have outperformed real estate funds over one-, three-, five- and ten-year timeframes.
Global construction activity has continued to stagnate over 2024 as the impact of high construction costs, policy tightening by central...
In this infographic, we present the themes that are crucial to location decisioning in 2024 and pinpoint potential bright spots.
Research Briefing
Over a third of London’s greenhouse gases arise from heating and lighting the capital’s residential buildings. Removing those emissions by...
Looking at the commercial real estate sector in 2024, we see five key themes that are likely to dominate the...
Research Briefing
After a difficult 2023, we think five key themes will shape the outlook for commercial real estate next year.
Research Briefing
The UK's house price correction has been mild so far and recent data has indicated the market may be more...
Research Briefing
We have revised our forecasts up for bond yields in the long term by 50bps in the US and UK and by 20 to 25 bps in Japan and Germany....
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 think that eurozone and US REIT prices will rise in H2 as inflation falls and interest rates peak. In...
