Research Briefing
Much of the recent industrial underperformance in advanced economies is consistent with a slowdown triggered by the monetary policy shock...
Research Briefing
Much of the recent industrial underperformance in advanced economies is consistent with a slowdown triggered by the monetary policy shock...
Research Briefing
The chip sector is profoundly important in some Asian countries, given their role in the global semiconductor supply chain. As...
Research Briefing
Global GDP growth and inflation will slow in 2024 and central banks will begin to pivot in H2 – at...
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
Economic growth will generally remain subdued across major APAC cities in 2024. Nevertheless, we think that some cities will stand...
Research Briefing
We still think that the US economy is headed for a slowdown at the turn of the year. Three factors...
Research Briefing
The impact of past policy tightening, the reduced availability of credit, and high (though moderating) inflation are creating a subdued near-term environment for global industry.
Research Briefing
In the past decade, employment growth in Paris and its surrounding region has been slower than in several other French...
Research Briefing
We still think a mild recession is likely toward the end of this year in the US, sparked by elevated...
Research Briefing
Asia-Pacific's fast-growing emerging cities are driving the continued expansion of the region's middle-income class and the reshaping of its consumption...
Research Briefing
Using our Industry Climate Service, we explore the ways a net zero scenario can impact industrial sectors across countries with...
Research Briefing
Over recent years, climate change has undoubtedly moved to the forefront of Spanish government policy, underpinned by the aim of...
This report sponsored by Energy UK investigates the challenges the UK faces in attracting sufficient private sector investment to finance...
Research Briefing
We believe Indonesia's strategy to move up the electric vehicle supply chain by restricting its mineral exports and inviting more investment should pay dividends for growth.
Consulting Report
We project the semiconductor industry’s workforce will grow by nearly 115,000 jobs by 2030, from approximately 345,000 jobs today to...
Even during periods of massive change, there are plenty of opportunities to make supply chains more resilient—and more sustainable—to meet...
Research Briefing
As the largest emitter of CO₂ emissions globally, the electricity sector will play a central role in the energy transition....
Research Briefing
In Asia Pacific and in Europe, total employment growth in major cities over the period 2023-27 is likely to lag...
Research Briefing
Like many Midwest metros, Cleveland's job growth has been tepid. Total job growth of 0.7% from Q4 2022 to Q2...
Research Briefing
Mexico is the best-positioned emerging market to gain from "nearshoring." but that does not mean it has seen the greatest...