Research Briefing
The Monetary Policy Committee voted to keep Bank Rate at 5.25% at November's meeting. The lack of significant news on...
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Research Briefing
The Monetary Policy Committee voted to keep Bank Rate at 5.25% at November's meeting. The lack of significant news on...
Research Briefing
The Bank of Japan (BoJ) left short- and long-term policy rates unchanged at -0.1% and around 0%, respectively, at the...
Research Briefing
The office sector in Australia is facing several headwinds, including reduced demand from hybrid working arrangements, slowing economic and employment...
Research Briefing
Our new Tourism Economics survey - Tourism Industry Monitor (TIM) - identifies optimism as industry experts expect global destinations to...
Research Briefing
Additive manufacturing (AM) technology, more commonly known as 3D printing, has grown at a CAGR of 20% between 2016 and...
Research Briefing
US equities dipped into correction territory last week and we see the risk of more downside in the near term, as valuations remain expensive...
Research Briefing
India appears the economy most like China as it is the only one that can match it in terms of...
The fight against inflation is well underway across the globe, with most central banks either approaching or having already reached...
Research Briefing
There remains action on the policy front that has the potential to swing the medium to long-term outlook. In the lead-up to...
Research Briefing
We have revised up our forecast for long-term bond yields in several advanced economies - most notably in the US...
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...