Archives: Webinars
As the 2027 planning season moves into full swing, regional and global teams are facing an unusually difficult challenge: setting credible targets, defending resource needs, and making investment decisions against a backdrop of persistent volatility. Geopolitical shocks, pressure on customers, intensifying competition, and uneven growth will continue to shape the operating environment in 2027.
We enhance our Climate Catastrophe scenario by incorporating climate-induced migration, providing a more comprehensive picture of how climate change could reshape populations and economies. Our panel of experts explore how climate change could alter migration patterns under worsening climate conditions.
Beyond the US, we ask whether it is time to rotate out of expensive Japanese equities into Europe, where earnings momentum is improving. And, are US 10y yields at 5% durable? In a world of positive stock-bond correlations and waning structural demand, are EM local bonds the better portfolio ballast?
Understand how secular forces interact and which markets are best placed with our 2026 Megatrend Resilience Index. Our index ranks 91 major global real estate cities in 33 countries across four megatrends: demographics, technology, geopolitics, and climate. Each megatrend is driven by six to 10 indicators, which aim to encapsulate the relative resilience of each city across five core property sectors.
Growth dynamics in 2027 will be mixed for the Latin America’s largest economies but all countries will face downside risks. Volatile geopolitics, commodity prices, and uncertainty around ongoing political transitions have resulted in wide forecast ranges in 2027. From this perspective, what can we expect for 2027 in terms of growth, inflation, monetary policy and exchange rates?
We will explore the impact of AI on the real estate markets in the major APAC market. What the impact is on the different sectors: office demand, translation into industrial and logistics absorption, data centre-adjacent investment and on the different countries. We also cover what megatrends are in play for APAC real estate market future performance.
The global economy has again proven remarkably resilient to a swathe of geopolitical shocks in 2026, and we can expect that to continue into 2027. But it’s too soon to conclude that there’s a significant risk that the world economy is on the edge of tipping into a recession. We will explore some of these key growth drivers and risks surrounding the outlook.