Research Briefing
We expect eurozone inflation will fall below the European Central Bank's target in H2 2024. This is one of our...
Research Briefing
We expect eurozone inflation will fall below the European Central Bank's target in H2 2024. This is one of our...
Research Briefing
The global economic outlook has deteriorated, with downside risks threatening global real estate.
Research Briefing
To no one's surprise, the FOMC raised interest rates by 75bps for a fourth consecutive meeting, lifting the target range...
Research Briefing
Central banks around the world are raising interest rates and shrinking balance sheets, but financial conditions are not under enough...
Research Briefing
We do not believe the moderate recession forecast this winter and the deepening housing correction completely undermines the medium-term case...
Research Briefing
Housing affordability worsened in Q4 2021 at the national level in both the US and Canada, according to our updated...
Research Briefing
Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and...
Research Briefing
Egypt has become a bit too reliant on portfolio inflows to keep its external position afloat. This is a vulnerable...