Filtered by Region: Europe Use setting Europe
Overview – Economic growth has slowed to a crawl and is likely to remain anaemic until well into next year, even in the absence of a fresh external shock. Germany is probably in a recession already and we think it will not recover for a long while yet; …
15th October 2019
Executive Summary – Our new forecasts reflect Scandinavian prime office yields falling in 2020 and into 2021, on the back of our lower bond yield profile. But retail property in the region faces slight yield rises as risk premia rise. In emerging Europe, …
20th September 2019
Markets Overview – We think that a combination of policy loosening by major central banks, an increase in investor risk aversion, and mounting trade tensions will lead to bond yields in Switzerland and the Nordics staying lower for longer and equities …
17th July 2019
Overview – Economic growth is likely to remain anaemic this year and to slow further in 2020 even if downside risks, such as a US auto tariff or no-deal Brexit, do not materialise. The downturn in the German manufacturing sector is spreading to other …
16th July 2019
