Research Briefing
Our updated analysis shows that the risk of 'Japanification' – a lengthy period of low growth and low inflation or...
Property sector
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Research Briefing
As the UK population ages, time-use data suggest that the property sectors with structural tailwinds will be those that provide...
Research Briefing
Over the next five years China and its major cities face the prospect of a significant downshift in economic growth....
Research Briefing
As 2024 progresses global industrial activity should pick up and begin to rebuild some momentum. In annual terms, we expect...
Research Briefing
Overall, the downturn in the property sector is much less severe than in some previous cycles, especially for residential property....
Research Briefing
Australian bond yields have risen over the past 18 months, highly influenced by movements in the US, reflecting more hawkish...
We are unconvinced that recent measures mark a turning point in China's housing downturn and the resulting banking system is...
