Research Briefing
We've kept our GDP growth forecasts unchanged at 1.1% for 2024 and 2.0% for 2025. We've seen some signs the...
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Research Briefing
We've kept our GDP growth forecasts unchanged at 1.1% for 2024 and 2.0% for 2025. We've seen some signs the...
Research Briefing
The government funded transportation infrastructure boom continues to support growth in engineering construction activity. Annual growth slowed to 6.4% over...
Research Briefing
Trade disruption, volatility in prices and a new policy mix will determine the winners and losers in 2025.
Research Briefing
US tariffs under a Trump presidency and a Republican-led Congress are a major concern for China. However, we expect additional...
Research Briefing
The election of Donald Trump will affect global construction activity through fiscal stimulus, curbed immigration, increased tariffs, and policy decisions.
Research Briefing
The results of the US election have prompted us to adopt our 'limited Trump' scenario as our baseline view for now. Broadly...
Research Briefing
We received many questions, including during our recent webinar, about the changes to the forecast following the election along with...
Research Briefing
We are cautiously optimistic about the medium-term outlook for the Nordic cities, and we expect them to continue to outperform...
Research Briefing
Housing affordability has dropped significantly over the last five years in every major metro as house prices soared and mortgage...
Research Briefing
Our sticker-shock model of the 2024 presidential election accurately predicted the winner of nearly all 50 states and the District...
Research Briefing
Increased spending to meet the needs of an ageing population jeopardises the sustainability of Europe's public pension systems, based on...
Research Briefing
Recently, Asian economies have looked to consolidate their fiscal balances as the need for counter-cyclical policy reduces.
Research Briefing
In response to the results of the US election we've adopted our 'limited Trump' scenario as our baseline view for...
Research Briefing
Another Trump presidency will increase US fiscal stimulus, curb immigration, and lead to new tariffs on China, Canada, Mexico, and...
Research Briefing
Following the outcome of the US elections, we have adopted our 'limited Trump' scenario as our new baseline forecast. Our...
Research Briefing
Amid the fast-progressing electric vehicle (EV) shift, maintaining high competitiveness in auto-related sectors and ensuring a smooth labour transition across...
Research Briefing
We think improving profitability and falling interest rates will underpin a gradual pickup in UK business investment. But this follows...
Research Briefing
Australia’s major metropolitan office markets are at the tail end of a major phase of supply that started in FY20 and will run...
Research Briefing
The Bank of Japan's decision to maintain the policy rate at 0.25% today surprised no-one. Although the quarterly outlook report...
Research Briefing
Following Wednesday's UK Budget, gilt yields have risen sharply as financial markets appear concerned over the scale of the extra...