UK Commercial Property Outlook Structural change hits rental growth The near-term outlook for most commercial property sectors is poor despite the early signs of economic recovery. Although transactions are set to pick-up post-lockdown, we think property yields will... 19th August 2020 · 25 mins read
US Commercial Property Chart Pack Marked deterioration in all sectors and more to come Occupier demand slowed further in Q2 and although completions were exceptionally weak, vacancy rose in most sectors. As a result, rental values fell in the office, retail and apartments sectors, while... 14th August 2020 · 8 mins read
Nordic & Swiss Chart Pack Recovery on track after comparatively shallow slump Compared to many of the larger euro-zone countries, the coronavirus remains relatively well under control in the Nordic countries and Switzerland. With the exception of Denmark, there are at this... 13th August 2020 · 5 mins read
UK Markets Outlook Time to shine UK assets may outperform overseas assets over the next year or two even though the UK’s economic recovery from the coronavirus crisis may take longer. We think that a larger expansion in the Bank of... 13th August 2020 · 13 mins read
UK Commercial Property Focus Remote working to hit office income by 20-25% 6th August 2020 · 25 mins read
Europe Commercial Property Focus Remote working to hit office income by 20-25% 6th August 2020 · 25 mins read
US Commercial Property Focus Remote working to hit office income by 20-25% 6th August 2020 · 25 mins read
Europe Chart Pack Growing risk of a second wave The economy is set to rebound strongly in the current quarter after its 12% slump in Q2, even if there is no further increase in GDP in August and September. Indeed, some of the high frequency data... 6th August 2020 · 12 mins read
UK Economics Chart Pack UK bringing up the rear The large share of consumer-facing services in the UK economy, combined with a deeper and longer lockdown than most other developed economies meant that the UK was always going to be hit harder than... 5th August 2020 · 9 mins read
Europe Commercial Property Update Where next for office-based employment? We expect office-based employment growth to be faster than total employment growth by around 0.3-0.5% ppts each year over the next decade in the US, the UK and the euro-zone. The coronavirus crisis... 4th August 2020 · 3 mins read
UK Commercial Property Chart Pack Better signs, but more pain still expected Although there were further signs of stabilisation in June, we expect that the slow recovery in the economy will continue to put upward pressure on yields in the coming months. Meanwhile, rents fell... 27th July 2020 · 8 mins read
UK Markets Chart Pack Loose monetary policy to anchor gilt yields for years Despite the Bank of England having slowed the pace of its gilt purchases to below that of gilt issuance (see Chart 1), our forecasts that it will expand the size of its quantitative easing programme... 22nd July 2020 · 8 mins read
Europe Economic Outlook Slow and uneven recovery The economy has partially recovered from the impact of the coronavirus containment measures imposed earlier in the year, but it will be a long time before it gets back to normal. Even if there are no... 21st July 2020 · 36 mins read
UK Economic Outlook Lagging behind in the recovery race The combination of a large share of the UK’s GDP being generated by the sectors that are hampered the most by social distancing and the drag from the uncertainty caused by Brexit means the UK economy... 20th July 2020 · 26 mins read
