UK Housing Market Focus The outlook for housing in a post-COVID world 9th September 2020 · 22 mins read
UK Housing Market Focus Why a house price crash in 2020 is now unlikely The housing market outlook is improving. Government support and lender forbearance have dulled the impact of the virus on housing. Indeed, housing demand has bounced back more strongly than expected... 15th July 2020 · 17 mins read
Global Economics Focus Lasting blow to supply capacity is not inevitable It is by no means inevitable that the coronavirus crisis puts a big permanent hole in the supply capacity of economies (i.e. their ability to produce goods and services). With the right government... 29th June 2020 · 28 mins read
UK Housing Market Focus Is UK residential property a viable alternative? Relative to past norms, returns on residential property will underperform over the next few years. But with commercial capital values dragged down by the retail sector, institutional investment in the... 5th December 2019 · 12 mins read
UK Housing Market Focus Assessing the case for build to rent A high house price to rent ratio disadvantages the development of build-to-rent, relative to build-to-sell. And with capital values unlikely to grow as quickly as they have done in the past, total... 17th June 2019 · 1 min read
UK Housing Market Focus Can house prices boom again? In recent decades, falling mortgage interest rates have allowed home buyers to borrow more relative to their incomes. But that support for house prices has now been exhausted. Indeed, our long-run... 14th March 2019 · 1 min read
UK Housing Market Focus Will house price falls in the UK be confined to London? London‘s house prices have been falling for much of the last year and we see this as only the start of a correction. But this is the result of specific factors relating to the capital and further... 17th December 2018 · 1 min read
UK Housing Market Focus Will the slowdown in rental growth persist? Slowing rental growth has been driven by cooling tenant demand growth. And in the near term, there are few signs of an imminent revival in rents. But with the supply and demand balance more likely to... 21st September 2018 · 1 min read
Global Economics Focus Where are the risks from property greatest? In this follow-up to our recent Global Economics Focus “Why is property so often the source of trouble?” we assess where in the world the biggest risks to property prices lie. House price falls in a... 8th August 2018 · 1 min read
Global Economics Focus Why is property so often the source of trouble? It is now ten years since the property-induced global financial crisis and house prices in many countries are rising rapidly again. So now seems like a good time to assess whether property... 2nd August 2018 · 1 min read
UK Housing Market Focus Will central London bear the brunt of any price falls? The shortage of willing buyers is most evident at the top end of London’s housing market. So in 2018, we expect house price falls to be concentrated in the more expensive central London boroughs. In... 4th May 2018 · 1 min read
UK Housing Market Focus Have London house prices reached a tipping point? While still true at the national level, London can no longer be characterised as a sellers’ market. An apparent shift in attitudes among sellers, combined with lower buyer numbers has sharply altered... 13th March 2018 · 1 min read
UK Housing Market Focus Will property wilt in 2018? The price gains of recent years have left housing looking expensive and commercial property looking fully-valued. The good news is that interest rate rises on the scale that we anticipate are unlikely... 31st January 2018 · 1 min read
UK Housing Market Focus Can the housing market regain its momentum in 2018? Neither the stronger economic recovery that we anticipate, nor the cuts to Stamp Duty Land Tax for first time buyers announced in the Budget are likely to reinvigorate the housing market next year... 5th December 2017 · 1 min read
UK Housing Market Focus How would the housing market fare without Help to Buy? The Help to Buy equity loan scheme has undoubtedly played a role in boosting mortgage approvals and the supply of new homes. Yet it is easy to overstate its importance and to understate the role of... 7th June 2017 · 1 min read
