Europe Economic Outlook Deflation dangers cast shadow over recovery The European economy looks set for another year of weak growth in 2014, with the euro-zone likely to do little more than stagnate. Against that background, the European Central Bank (ECB) is likely to... 15th January 2014 · 1 min read
Europe Commercial Property Update Subdued sentiment to hold back European property values The surge in UK economic sentiment appears to be breathing new life into occupier markets outside London and is a key reason why we expect commercial property values in the UK as a whole to do well in... 9th January 2014 · 1 min read
Europe Economics Weekly The pitfalls in the euro-zone’s road to recovery Although our forecast for euro-zone GDP growth in 2014 of 0.5% is now only a little more downbeat than the consensus estimate, there remain plenty of risks that could yet derail the region's recovery... 6th January 2014 · 1 min read
Europe Commercial Property Focus Half a dozen key calls for European commercial property in 2014 As 2013 draws to a close, in this Focus we take the opportunity to outline a selection of our key calls for European commercial property markets in 2014, and the thinking that underpins them. 18th December 2013 · 1 min read
Europe Economics Update Will France fall into a triple-dip recession? Recent economic data may overstate the threat that the French economy will enter a triple-dip recession in Q4. But they do underline that the country’s recovery in 2014 will be very weak. 18th December 2013 · 1 min read
Europe Commercial Property Focus Is there any value left in French and German property? Commercial property in the euro-zone's two largest economies may appear expensive. But given the market's size, liquidity and perceived safe-haven status, as well as our view that capital values will... 9th December 2013 · 1 min read
Europe Economics Update French firms will do little to support the recovery The breakdown of France’s Q3 drop in GDP, released last week, underlined the pressure on firms. Without more ambitious structural reforms, weak investment and employment growth mean that French GDP... 18th November 2013 · 1 min read
Europe Economics Weekly Signs of growth convergence provide little comfort Q3's meagre rise in euro-zone GDP clearly was disappointing, but there were some signs that growth within the region is converging. The slowdown was largely down to weaker growth in Germany and France... 18th November 2013 · 1 min read
Europe Economics Update Downgrade highlights France's slow fiscal progress The downgrade of France’s sovereign credit rating last week highlighted the country’s fiscal problems. Although a French debt crisis is still a fairly distant prospect, France’s weak fiscal position... 11th November 2013 · 1 min read
Europe Commercial Property Chart Pack Robust investment market built on shaky fundamentals The improvement in the euro-zone economy has supported a relatively active quarter for commercial property investment in Q3. Moreover, some types of investors have become increasingly willing to look... 6th November 2013 · 1 min read
Europe Economics Update Any fall in French unemployment will be largely illusory Contrary to expectations, French President François Hollande may fulfil his promise to reduce unemployment by the end of the year. But he will do so by relying on temporary initiatives rather than... 31st October 2013 · 1 min read
Europe Data Response French & Italian Ind. Production (Aug.) The latest industrial figures heighten the risk that both the French and Italian economies contracted in Q3, confirming that the euro-zone’s recovery is strongly reliant on Germany. 10th October 2013 · 1 min read
Europe Economic Outlook Growth prospects improve, but crisis unresolved The European economy has shown further signs of recovery, with the euro-zone finally emerging from recession in the second quarter and other parts of the continent also faring better. But growth in... 8th October 2013 · 1 min read
Europe Commercial Property Update Are opportunities emerging in European non-prime property? The spreads between non-prime and prime yields in some of Europe’s core property investment markets have widened over the past few years. But without stronger evidence of a sustainable economic... 3rd October 2013 · 1 min read
Europe Commercial Property Update What next for French and German capital values? September’s MPC minutes suggest that, despite the arguably disappointing impact of forward guidance, the Committee is happy with its policy stance. A resumption of quantitative easing (QE) before the... 17th September 2013 · 1 min read
Europe Economics Weekly Data dent hopes of French renaissance July’s French industrial production data were a blow to hopes that the economy is staging a longawaited recovery. With business surveys at low levels, consumer confidence weak, unemployment rising and... 16th September 2013 · 1 min read
