Global Commercial Property Update Despite short-term challenges, leisure set to bounce back With consumers cutting back discretionary spending as real incomes come under pressure, demand for leisure assets will be subdued over the next year or so. But longer term the future for the sector... 29th May 2026 · 3 mins read
Global Commercial Property Update Care home demand to boom in Asia and North America The long-term demographic drivers of care home demand are well-rehearsed, but there is likely to be a degree of offset from factors that will keep more seniors living at home for longer. Nevertheless... 19th May 2026 · 6 mins read
Global Economics Update Assessing the effects of an extreme war scenario In this Update, we explore an extreme scenario in which the Iran war escalates beyond the assumptions in our published baseline and adverse scenarios. With Brent crude jumping higher and staying at... 14th May 2026 · 7 mins read
Global Commercial Property Update Student housing investment set to diversify Investment in student accommodation appears to be turning a corner after several lean years. Demand fundamentals are expected to support a further recovery over the next decade, though geographic... 7th May 2026 · 4 mins read
Global Commercial Property Update CRE construction cost rises most impactful in retail and hotels Commercial real estate construction costs are already showing signs of rising due to the Iran war. While this will weigh on profitability of new projects, the impact will vary by sector, with retail... 23rd April 2026 · 3 mins read
Global Commercial Property Update Weaker near-term hotel outlook; Europe better placed ahead A soft consumer spending outlook and subdued business demand, reinforced by the effects of the Iran war, will weigh on global hotel demand in the coming years. Longer term, hotel performance will be... 21st April 2026 · 4 mins read
Global Commercial Property Update Life science to outperform, but will remain a niche sector While supply headwinds have hit life science performance in recent years, long-term fundamentals have been reinforced by the pandemic. We expect a recovery in the short term and strong performance... 16th April 2026 · 5 mins read
Global Commercial Property Update Retail and hospitality sectors to bear the brunt of Iran War The effects of the Iran war will feed through to property occupiers through two main channels: higher energy costs and lower household disposable income growth. The impact on sectors will vary based... 9th April 2026 · 4 mins read
Global Commercial Property Update Alternative real estate sectors set to gain more ground In an environment of relatively weak economic growth, alternative sectors stand to benefit from a lower reliance on cyclical drivers, and support from structural trends that will drive long-term... 24th March 2026 · 3 mins read
Commodities Update Strategic reserves are no substitute for an open Strait A record-breaking release of emergency oil reserves could cushion a lack of supply from the Middle East and provide some relief to oil prices. However, this would prove temporary with prices likely to... 11th March 2026 · 4 mins read
Global Economics Update Scenarios for the Iran war & the macro impact This note assesses the macro and commodity‑market implications of three potential scenarios for the Iran war. In the most benign – a severe but short‑lived conflict – the effects on GDP, inflation and... 10th March 2026 · 7 mins read
Global Economics Update The consequences of the Middle East conflict The global economic impact of conflict in the Middle East will hinge on its effect on energy markets. If oil stays near $70-$80 per barrel, DM inflation will be only about 0.2-0.3 percentage points... 2nd March 2026 · 8 mins read
US Commercial Property Update Foreign capital flows to the US set to stay at low levels The US’ relatively strong economic growth outlook and large data center market are likely to support a pick-up in foreign demand for US assets after the cross-border share of purchases fell to at... 17th February 2026 · 4 mins read
APAC Commercial Property Update RICS survey shows APAC sentiment on an uptrend The Q4 RICS Commercial Property Survey showed sentiment for Asia-Pacific stayed on an uptrend, though it hasn’t yet turned positive. Mainland China remained a significant drag on the region, while... 10th February 2026 · 3 mins read
US Commercial Property Update Why have data center REIT prices and asset values diverged? The divergence between data center REIT performance and data center asset values over the last year appears to reflect the high level of uncertainty in the sector. Questions over power constraints... 22nd January 2026 · 4 mins read
APAC Commercial Property Update Korea logistics will find momentum as supply pressure fades Korea’s logistics looks to be turning a corner, with net absorption comfortably outpacing new supply in 2025 and over the next few years. That will underpin rent growth averaging 2.5% p.a. over the... 21st January 2026 · 3 mins read
