We remain modestly risk-on as our above-consensus view on US growth this year still favours risk assets over bonds.
Research Briefing
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Displaying 1 to 20 of 2257 results
Research Briefing
A pipeline of major projects (contract value at or above $50 million) totalling $15.4 billion nationally is expected to break...
Research Briefing
History suggests that presidential elections are not a significant driver of asset returns. That is, asset returns around elections are,...
Research Briefing
Presidential elections not only have major implications for the future path of fiscal policy and the macroeconomic outlook, but they...
Research Briefing
The latest results point to a broad-based decline in US profit margins in Q4, reversing a recovery in Q3. We...
Research Briefing
In this presentation deck, Innes McFee, Chief Global Economist, explains how the outlook for the year is cautiously optimistic. Over...
Research Briefing
After the sharp falls in eurozone inflation recently, a series of rate cuts this year by the European Central Bank...
Research Briefing
Florida's economic prospects remain strong. Its wider attractions for people and business have encouraged in-migration but also put pressure on...
Research Briefing
Our expectation for the US industrial sector to outperform other major commercial real estate sectors is predicated on the persistence...
Research Briefing
We think that global real estate investment trust (REIT) prices will continue to grow in H1 on the expectation that...
Research Briefing
Sub-Saharan cities will lead the way for GDP growth, but similarly strong demographic changes will limit gains in GDP per...
Research Briefing
The outlook for European residential real estate is improving. The prospect of lower interest rates means house price corrections are...
Research Briefing
Chinese outbound travel is well on the path to recovery. Domestic travel recovered to pre-pandemic levels in 2023 and we...
Research Briefing
Under our latest climate scenario analysis, net zero policies in the US will have highly unequal impacts across states and...
Research Briefing
Disruption to shipping through the Red Sea now looks likely to keep transport costs elevated at least for the next...
Research Briefing
We move to a modest overweight on risk assets this month as we have become more optimistic on the global...
Research Briefing
Generous subsidies to apprenticeships introduced in 2020 have pushed up French employment numbers and will continue to if the policy...
Research Briefing
This Research Briefing provides an overview of the most consequential elections being run in Africa this year: South Africa's general...
Research Briefing
With goods price disinflation now well and truly entrenched, upside risks to the inflation outlook lie with services components. Services...
Research Briefing
Artificial Intelligence (AI) is shifting the impact of automation towards highly-skilled, intellectual occupations, meaning that cities that are highly reliant...
