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
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Displaying 1 to 20 of 2286 results
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...
Research Briefing
GDP growth in Europe's major cities will be modest in 2024, with nearly half seeing a slowdown from 2023. However,...
Research Briefing
Economic growth will generally remain subdued across major APAC cities in 2024. Nevertheless, we think that some cities will stand...
Research Briefing
Recent months have been tough for China and its major cities. While year-on-year growth rates picked up in Q2, they...
Research Briefing
China's weak economy and the mounting problems of the real estate sector have focused attention once again on the potential...
Research Briefing
Thailand economy will likely see a rebound over the remainder of the year, but over the medium term we think...
Research Briefing
Some observers are predicting a very big uplift to global productivity and economic growth from developments in artificial intelligence. But...
Research Briefing
Most metros have had steady GDP and job growth in 2023 but will start to see quarterly declines in Q4...
Research Briefing
Despite the importance of returns on private wealth for long-term investors – be they households, asset managers, or pension funds...
Research Briefing
The year ahead will be tough for Canadian metros, with a range of pressures imposed upon them. However, there are...
Research Briefing
We expect fiscal consolidation to generally continue in Asia, except in mainland China and Taiwan. In those economies, we anticipate looser fiscal policy this year and very slow normalisation...
Research Briefing
The Polish parliamentary elections, scheduled for October 15, are likely to be deeply consequential for domestic policy and relations with...
