Research Briefing
We have revised up our forecast for long-term bond yields in several advanced economies - most notably in the US...
Research Briefing
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Displaying 1 to 20 of 2257 results
Our new global relative return index (RRI) signals that commercial real estate (CRE) investment opportunities should slowly and selectively emerge...
Research Briefing
We expect eurozone inflation will fall below the European Central Bank's target in H2 2024. This is one of our...
Research Briefing
We have downgraded our China construction forecasts over the medium to long term, with total construction work done forecast to...
Research Briefing
London's dominance of the UK's high value service sectors—information & communications and professional, technical, & scientific activities—is clear. But although...
Research Briefing
We see the recent increase in term premia as explainable by the ongoing retreat of price insensitive foreign buyers, structurally...
Research Briefing
Following a year of subdued global growth in 2023, we think a further softening of economic conditions is likely next...
Research Briefing
China's economic growth has slowed over the past decade, and we believe it is now on a structural downtrend. In India, the long-term...
Research Briefing
Global construction activity is now forecast to fall 1.6% in 2023 and rebound 0.5% in 2024 to $9.6tn. China’s real...
Research Briefing
Even as commercial real estate investment declines, there are still pockets of opportunity in the sector and we think those...
Research Briefing
The People’s Bank of China has leaned against persistent renminbi weakness by consistently fixing the currency on the stronger side in recent months. Amid this heavy currency intervention, however, we don’t think there’s...
Research Briefing
The combined large shocks from years of regulatory uncertainty, the prolonged zero-Covid policy, and a housing correction have undermined China’s...
Research Briefing
We have revised our forecasts up for bond yields in the long term by 50bps in the US and UK and by 20 to 25 bps in Japan and Germany....
Research Briefing
While the economy has expanded throughout 2023, uncertainty remains high and we are not ready to remove a recession from...
Research Briefing
Should Labour win the UK election next year, we doubt it would be able to generate a marked improvement in...
Research Briefing
The divergence in yield curves across markets has been notable, with most experiencing significant upward shifts in the last two...
Research Briefing
The global economy has been in a 'slowbalisation' in recent years. For real estate investors in AEs, this policy shift could present compelling long-term opportunities in the industrial sector.
Research Briefing
We think the cyclical, temporary factors that are behind the current labour market strength will support a period of strong...
Research Briefing
Our growth outlook for Latin America is lower than the IMF's forecasts, published today. A key area of difference is...
Research Briefing
Global passenger vehicle production was heavily impacted by the pandemic. Major manufacturers' forecasts for demand were lowered substantially at the...
