Speakers:
A year ago, our clients were citing geopolitical risk and the second Trump term as their key blind spots going into 2025. Those factors have indeed buffeted the commercial property recovery to some degree, but the dominating narrative is one of consistently high long-term interest rates. Looking ahead to 2026, the overall recovery is likely to remain subdued, but there are critical factors that investors need to be aware of in formulating strategy for the coming 12 months.
Against this backdrop, our economists discussed the outlook for the global commercial property sector in an exclusive in-person briefing held in London on Wednesday 5 November. The briefing provided the opportunity for questions and discussion with industry peers, as our economists addressed key issues including:
-
The likely impact of fiscal challenges in the years ahead;
-
Which sectors and cities we expect to outperform;
-
UK and European performance in a global context.
