Global | The real estate bounce will extend into 2022
After bouncing back from the pandemic in 2021, global real estate will likely have another strong year in 2022 – we expect returns of 8%. Despite disruptions in product and labour markets and isolated covid outbreaks, economic activity and employment growth will continue at a pace, driving global real estate returns.
What you will learn:
- The long-run shift to online sales and a still-high share of spending on goods mean that the industrial sector – particularly distribution, warehousing, and urban logistics – should continue to offer superior returns.
- The residential sector and, to a lesser extent, the office sector should benefit from easing Covid restrictions, returning 8.6% and 6.6% respectively.
- The uneven nature of the global economic recovery will also play out in real estate markets. We expect North American property to return more than 9% in 2022, while returns in Asia will lag at 6.9%.
Will Japan policy adjustments accompany the end of NIRP?
Markets appear to be increasingly converging with our forecast that the Bank of Japan will abolish its negative interest rate policy at the April meeting, but views diverge on whether any other policy adjustments will accompany the end of NIRP.Find Out More
Dumping? Key categories of Chinese imports have surged in Europe
China has been accused of dumping stock onto the European market within the automotive, metals and chemicals sectors with the possibility of the EU placing tariffs on these products. Dumping is defined as a company exporting at a price lower than its domestic price and requires greater evidence than just a surge in imports, which will take time to gather and assessFind Out More