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We expect near-term capital returns to remain under pressure, despite the prospect of rate cuts in 2024.
The outlook for European direct real estate returns is improving each quarter
The UK, US, and parts of Europe, are expected to lead the recovery.
We like industrial and logistics markets surrounding the Gulf and East-Coast ports.
UK real estate looks poised for a modest recovery, following a collection of positive movements in the economy
Amidst declining interest rates and the accelerating energy transition, alternatives are poised to claim a more substantial stake in investors' portfolios. What are the deals and how can alternative asset classes adapt to the changing interest rates environment?
Emerging markets are underpinned by strong fundamentals and undemanding valuations and are likely to be supported by US rate cuts, which are expected to start some time in 2024.
Asia has a pivotal role in decarbonising the global economy. It also offers a big opportunity to drive transformative change throughout the energy transition. Here’s how asset managers and asset owners can play their part…
In our Monthly Macro video for April, Paul Diggle, Chief Economist, discusses the ‘on-again, off-again’ prospects for economic ‘soft landings’ in the major economies.
An Israeli ground invasion of Gaza is the baseline scenario and seemingly all but assured at this stage. There are escalatory scenarios involving a broader conflict with Hezbollah and even Iran. The macro transmission channels are via geopolitical risk premia and energy prices. Global economic impacts would increase if Middle East oil supplies, especially via the Strait of Hormuz, were threatened.
Paul Diggle, Chief Economist, looks at two current key questions: Is the US pulling off a soft landing? And how much trouble is the Chinese economy in?
Paul and Luke speak to Michael Saunders, former external member of the Bank of England’s Monetary Policy Committee
Resilient Canadian consumers will keep growth stronger, inflation stickier, and policy tighter in the coming months. But the central bank’s hiking cycle should eventually tip the economy into recession by the turn of the year.
Wage growth, robust service sectors, and stubborn underlying inflation mean that central banks are not done raising interest rates. But markets are overlooking the scale of the rate cuts that will follow. Read on to find out more…
Podcast with Chris Miller author of Chip Wars on the fight for the world’s most critical technology semiconductors.
Bob Gilhooly and Michael Langham assess the effects of population change on economic growth in the coming decades, and map out the implications for investors.