Insights and research
The expert opinion and research driving our investment decisions.
Asia-Pacific real estate market outlook Q1 2024
Slowing growth, moderating inflation, and falling interest rates are likely to be dominant near-term themes for Asia-Pacific real estate. Read more about our outlook and the key opportunities for investors.
Global real estate market outlook Q1 2024
Tenant strength and income resilience will be the focus as recession hits demand
UK real estate market outlook Q1 2024
UK inflation is set to fall further over the next few months and interest-rate cuts are expected around the summer
North America real estate market outlook Q1 2024
Dwindling household savings, shrinking corporate margins, and tight credit conditions will weigh on growth
European real estate market outlook Q1 2024
Recession-like conditions persist in the region, which are weighing on tenant confidence, activity, and rental growth
Dazzling in the ring: how EM smaller companies produced knockout returns
In the latest episode of the Emerging Markets Equities Podcast, Nick is joined by Osamu Yamagata to explore the world of emerging market (EM) smaller companies.
China: Will the dragon roar in 2024?
As the dragon takes centre stage this Spring Festival, investors will be hoping that its associated good fortunes will translate into better returns. We discuss here what the new year could have in store for China.
Global Macro Research
Macro Bytes: Will the last mile of inflation be the hardest?
In this episode, we discuss the rising US inflation in January and the challenges of bringing inflation back to the target.
Macro Bytes: What's been holding the German economy back?
The Eurozone economy is stagnating and the German economy in particular is facing significant cyclical and structural headwinds. We discuss why.
The Monthly Macro Outlook Video: Key political calls for 2024.
Lizzy Galbraith, Political Economist, looks ahead to a year of important elections.
Macro Bytes: What's at stake in 2024's many elections?
As a majority of the global population head to the polls this year, in this episode of the podcast we discuss what's at stake for economies and markets.
Middle East crisis: Transmission channel shifts to shipping
The spillover of the Israel-Hamas conflict into attacks on Red Sea shipping has led to a meaningful increase in maritime transit costs. However, our updated scenario analysis suggests this shouldn’t derail global disinflation, although it may stay the hand of central banks in the very near term.
The Monthly Macro Outlook Video: Preparing to cut.
In our first Monthly Macro Outlook video of 2024, Paul Diggle, Chief Economist, outlines market hopes for a US ‘soft landing’, the nuances of slower growth and a year of elections.
Macro Bytes: Is India the next Asian tiger?
The team discusses India’s demographic tailwinds, its infrastructure needs, whether it can be a ‘friendshoring’ winner, and what a third Modi term could have in store.