Metros that have lagged others in the pace of the recovery thus far will see the fastest growth in 2022, but the medium-term outlook favours the...
China | Major cities increasingly dominate jobs growth
Posted by Scott McEwan on Apr 4, 2022
The next five years represent a turning point for employment levels in China. Due to ageing demographics the country's working age population has...
APAC | Large variations across cities in medium term employment growth
Posted by Sybrand Brekelmans on Apr 4, 2022
In 2022 Asia Pacific cities will continue their economic recoveries, despite several challenges including the global impact of the Russian invasion...
United Kingdom | Rising uncertainty set to limit scale of rate hikes
Posted by Andrew Goodwin on Mar 4, 2022
The week’s data showed further evidence of a decent bounce back in activity after the initial emergence of Omicron, and that inflationary pressures...
United Kingdom | Housing market to cool after 2021 boom
Posted by Andrew Goodwin on Mar 2, 2022
We expect the UK housing market to remain stuck in a state of high prices-low transactions. Though price growth should cool, a soft landing is more...
US Metros Outlook | Spending profiles will continue to evolve across US metros
Posted by Aedan McCotter on Mar 1, 2022
US consumer fundamentals remain strong despite some near-term headwinds, and we expect private consumption to be a key driver of growth over the...
APAC Cities | Capital move not likely to threaten Jakarta’s economic importance
Posted by Scott McEwan on Feb 23, 2022
The Indonesian government has ambitions to move the country’s capital away from Jakarta to an as-yet unbuilt city over 1,000km away on the island of...
London monitor | London’s economic growth to slow in 2022 as recovery matures
Posted by Richard Holt on Feb 7, 2022
There are two factors explaining this. Omicron stifled activity in December 2021 and the opening part of the new year, leading us to downgrade our...
The Levelling Up White Paper contains nothing to cause us to revise our forecasts for the UK’s various nations and regions, let alone the UK as a...
United Kingdom | Population decline needn’t mean sub-par CRE returns
Posted by Mark Unsworth on Feb 7, 2022
Our population projections for the UK now show it declining from the late 2030s, which will impact demand for real estate. As a result, we have...