Research Briefing
Tariffs won’t have huge impacts at a global level, although there may be big losers at a sectoral and firm...
Research Briefing
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Displaying 1 to 20 of 2251 results
Research Briefing
The US is leading the world in AI-driven investment, fuelling growth far ahead of other advanced economies. But with tariffs...
Research Briefing
Geopolitical tensions are escalating as US-China trade policy shifts from tariffs to sanctions. Our research highlights global supply-chain risks, with...
The winner of the Czech parliamentary election in October is all but certain to be the populist ANO, which has...
Research Briefing
In most US metros, a 1% GDP fall lowers capital returns on property by 1.4%-2%.
Research Briefing
The near-term surge in inventory growth increases the risk of additional strain on space market fundamentals in certain metros.
Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
Research Briefing
Research Briefing High uncertainty means a cautious the Bank of Japan
Research Briefing
Software investment in Japan has risen sharply since the late 2010s, outpacing investment overall. We expect this high rate of...
Research Briefing
Regions such as the South and West will bear the brunt of the drag on consumer spending.
Research Briefing
Asia’s growth outperformance this year has been buoyed by frontloaded US orders and strong global demand for technology goods. However,...
Research Briefing
The Eurozone economy has held up against geopolitical challenges but faces lacklustre growth in the near term, with global demand...
Research Briefing
House prices are continuing their descent across China’s cities, signalling the country’s ongoing property market downturn still has distance left...
Research Briefing
We believe the huge increase in foreign workers in Japan will prove unsustainable, despite the considerable labour shortages across various...
US tariffs and global trade tensions will slow growth across Latin America in 2026. Which countries will remain resilient despite...
Research Briefing
We expect the US economy to slow in 2026 but sidestep recession, with AI investment providing key support. How will...
Research Briefing
France's fragile coalition government looks set to lose a confidence vote scheduled on September 8. Consequently, Prime Minister François Bayrou's...
Research Briefing
We exploring the European Union's bold initiative to tackle deforestation through the European Union Deforestation Regulation (EUDR).
Research Briefing
The build-to-rent sector is back in growth mode, with unit starts rising 24% in FY2025, a strong pipeline ahead, and...
Research Briefing
The US has seen short-term gains from higher tariffs, with markets steady and growth holding up. But investment weakness, rising...
