Asset Allocation Chart Pack Stocks may lag bonds if commodities keep on surging Given that the past couple of months has seen the outbreak of war in Ukraine, surging commodity prices, growing concerns about inflation, and increasingly hawkish noises from the world’s major central... 31st March 2022 · 13 mins read
US Commercial Property Outlook Office Metro Outlook (Q1 2022) We expect the best performing office markets over the next five years to be in Southern and Western metros, meaning that almost all the new additions to our forecast this quarter will outperform the... 31st March 2022 · 14 mins read
Europe Commercial Property Update Has Prague industrial pricing gone too far? The strength of Prague industrial performance last year exceeded expectations but also left valuations looking highly stretched. While there are risks stemming from trade links with Russia, we think... 31st March 2022 · 3 mins read
UK Housing Market Update Benefits of buying over renting wane While buying a home is likely to remain a better option than renting, despite rising mortgage rates, the decision will become more finely balanced. That will mean some prospective first-time buyers... 30th March 2022 · 3 mins read
Non-Euro Europe Commercial Property Outlook Emerging Europe: War reinforces weak values outlook The war in Ukraine will have spillover effects for property in Central and Eastern Europe (CEE), albeit that Russia will be far worst hit. Economic growth is expected to be slower, which will weigh on... 30th March 2022 · 18 mins read
UK Commercial Property Data Response Lending to commercial property (Feb.) Net lending to property eased further in February, though it remained in positive territory. We expect lending trends to remain fairly subdued as both economic and sector specific challenges loom over... 29th March 2022 · 2 mins read
Global Economics Focus Property the weak link as interest rates rise We think that property markets are the weak link when it comes to the impact of tightening monetary policy. A modest rise in interest rates might only cause price falls in a few obvious candidates... 25th March 2022 · 22 mins read
UK Commercial Property Update Is the north-south divide closing for industrial? The latest data from the industrial sector were predictably upbeat with strong take-up and dwindling supply driving rapid rental growth. There were also signs of important shifts across UK markets... 25th March 2022 · 3 mins read
Non-Euro Europe Commercial Property Outlook Scandi & Swiss: Rising pressure on property yields Property demand in the Scandinavian and Swiss markets is expected to hold up this year, as they are more insulated from the negative impacts of the war in Ukraine on economic activity. However... 24th March 2022 · 18 mins read
UK Commercial Property Update Shopping centres not out of the woods yet Shopping centres were the hardest hit commercial property sector during the pandemic. The latest data hint that the sector may be past the worst. But the outlook remains clouded by the threat of... 23rd March 2022 · 3 mins read
US Commercial Property Data Response US Metro Employment (Jan.) The jobs recovery continued in January, but nearly two years on from the start of the pandemic, employment in most metros is still not back to its pre-crisis peak. And, in terms of office jobs, there... 18th March 2022 · 3 mins read
Europe Commercial Property Outlook War in Ukraine adds to uncertainty; retail most at risk While the direct impact of the war in Ukraine is likely to be small, we think there will be indirect consequences for euro-zone commercial property markets. Economic growth is expected to be slower... 18th March 2022 · 31 mins read
UK Commercial Property Chart Pack Property returns hit new decade high Commercial property is not showing any signs of slowing down. Rental growth rose further in February, while annual total returns climbed to a level last seen in Q4 2010. Industrial remains the main... 18th March 2022 · 7 mins read
US Commercial Property Outlook Industrial returns to hit 20% in 2022 before plummeting We expect the robust investment activity seen last year, particularly in H2, to persist into 2022. Although this has competed yields to record lows in the industrial and apartment sectors, we still... 15th March 2022 · 22 mins read
US Commercial Property Data Response Commercial Property Lending (Feb.) The rate of commercial lending growth dipped a little in February but remained above its five-year average. That dip was due only to a slower month for multifamily, with net lending secured against... 14th March 2022 · 2 mins read
UK Commercial Property Update Ukraine raises risk of sharper slowdown At the start of the Ukraine crisis, we felt the direct property impact would be modest, based on limited Russian ownership and capital flows. But as the conflict extends into a third week, concerns... 11th March 2022 · 3 mins read
