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....
Real Estate Performance
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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
Our view is that European commercial real estate (CRE) is not out of the woods yet, but things are looking...
Research Briefing
We expect eurozone house prices will continue to slide through 2023 following back-to-back declines in Q1 2023 and Q4 2022....
Research Briefing
The bank loan disposals over the past several months are evidence of the impact from tighter credit conditions on CRE....
We think the stabilisation in global house prices is likely to prove short-lived. Already, the factors that prompted it, such...
Research Briefing
We expect the intensifying headwinds from higher interest rates, tightening lending standards, and weakening economic conditions to result in a...
Research Briefing
We think the stabilisation in global house prices is likely to prove short-lived. Already, the factors that prompted it, such...
Research Briefing
Recent bank funding turmoil is likely to lead to tighter lending conditions in commercial real estate markets in the Asia-Pacific...
We now expect eurozone all-property capital values to fall by 10% this year, after a 3% correction last year, and...
Research Briefing
We expect the structural shift to working from home to continue to negatively impact the US office sector over the...
Research Briefing
The recent turmoil in US bank funding will likely feed into tighter lending standards to commercial property, dampening the outlook...
Research Briefing
Long-term forward rates have risen markedly in the US, eurozone, and UK over the past year, and now stand well...
