Research Briefing
Contingency planning for possible disruptions caused by rising geopolitical tensions is becoming an increasingly important factor in business strategy planning....
Research Briefing
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Research Briefing
Recession fears are overdone and premature. The economic data has generally come in weaker than expected, but this is not...
Research Briefing
Related Content UK Elections | Beyond the Headlines In this week’s Beyond the Headlines, join Andrew Goodwin, Chief UK Economist,...
Research Briefing
Industrial property has delivered higher returns than all other property types over the last few years. We forecast that this...
Research Briefing
We still anticipate a shallow economic downturn in Q2 and Q3 before a tepid recovery emerges later this year. Accordingly,...
Research Briefing
Related Posts Takaichi’s big win doesn’t affect the fiscal outlook for Japan The ruling Liberal Democratic Party’s (LDP) landslide election...
Research Briefing
A second Trump presidency could have a moderate impact on European growth based on our simulation of his proposed policies....
Research Briefing
Transport & storage GVA will more than double in Europe’s major cities between now and 2050.
Research Briefing
In our recent virtual roundtable event for commercial real estate, we discussed our expectation for eurozone interest rate cuts in...
Research Briefing
Some market participants are raising concerns over a fall in demand for US Treasuries from Japanese investors amid higher domestic...
Research Briefing
Close observers of the economy this week had to digest a bevy of indicators that provided mixed signals on the...
Research Briefing
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Research Briefing
A substantial backlog of work is supporting building construction activity in the face of falling permits. Building companies in the EU report a 11.5-month backlog of...
Research Briefing
Our conviction that 2023 was the low point for global industrial growth is firming. We expect that value-added industrial growth...
Research Briefing
We expect a continuity of AMLO's policies, but Sheinbaum's ability to pass constitutional reforms with a supermajority in Congress and...
Research Briefing
The rise of AI promises vast business opportunities and growth potential for the semiconductor industry. But these benefits are not evenly distributed along the value chain, so for ASEAN economies, where semiconductor activities are focused on lower value-added...
Research Briefing
Indian consumers' spending power is far behind that of their Chinese counterparts, and we are sceptical about the pace of catch-up. Even if the Indian economy achieves the ambitious growth targets set, there...
Research Briefing
China's production of electric vehicles is booming, accounting for nearly 70% of global EV sales in 2023 with 9.5 million...
Research Briefing
We think the EU-China economic relationship will experience more friction in the future due to structural changes to China's economy,...
Research Briefing
The strength of the US dollar looks likely to continue this year and into 2025 before possibly waning in 2026,...
