From a climate change perspective, 2021 was another remarkable year. While not the warmest year on record, a host of extreme weather events and...
Global | Real estate looks solid despite inflation and rate risks
Posted by Christopher Babatope on Feb 21, 2022
While cause for worry remains relatively low, the chances of a higher inflation regime have increased. In this report, we analyse the key underlying...
Global | Why industrial real estate prospects may weaken
Posted by Christopher Babatope on Feb 10, 2022
While industrial real estate performance is expected to remain strong in the near term, longer-term prospects are more uncertain. Three specific...
Global | Key themes 2022: Supply response cools price pressure
Posted by Stephen Hare on Jan 31, 2022
Brent is currently trading at multi-year highs amid low inventories, robust demand and supply concerns. This follows a sharp recovery in demand last...
Global | Real estate to outperform bonds and equities
Posted by Mark Unsworth on Jan 28, 2022
Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and equities. We...
Global | Rising risk of a higher inflation regime
Posted by Adam Slater on Jan 27, 2022
The risk of a shift to a higher inflation regime in advanced economies has risen in the last six months, but markets may be under-pricing the risk in...
Global Cities | Urbanisation continues, led by rapid growth in African cities
Posted by Anthony Bernard-Sasges on Jan 24, 2022
In the next two decades, the world’s 900 major cities will experience a combined population increase of nearly 600 million people. While the largest...
Global | Key Themes for Cities in 2022
Posted by Richard Holt on Jan 24, 2022
Against a helpful macroeconomic background, albeit with risks, city economies will continue to recover in 2022. GDP growth will mostly be slower than...
Global Cities | Will any cities challenge the traditional business capitals by 2040?
Posted by Lawrence Harper-Scott on Dec 20, 2021
Finance and business services is expected to drive growth in global economic activity and employment over the next 20 years. By 2040, there will be...
Global | Key themes 2022: Supply chains to begin normalising
Posted by Kiki Sondh on Dec 20, 2021
Industrial production will lag services growth globally going into 2022 as supply-chain pressures continue to bite and the post-pandemic recovery in...