Macro

Find the latest macro analysis and insights

Recession, inflation, and interest rates cuts: what does it all mean for markets?
  • 1 day ago

Exploring the factors that mean we’re arguing the case for a goldilocks scenario of growth, easing inflation and lower rates.

The Opportunity Cost of Rent Control
  • 1 day ago

Between 2018 and 2022, a total of €9.5 billion was invested into the Irish residential sector by institutional investors, over €5 billion of which was deployed into pre- or early-stage construction...

Toronto Retail Rents Rise Amid Short Supply and Tenacious Consumers
  • 2 days ago

Quality retail spaces are in short supply in the city and rents continue to rise as landlords cope with inflation, higher interest rates and property tax increases.

UK Residential Forecasts Q3 2024
  • 2 days ago

Sentiment has steadily improved in the sales market this year, which was further bolstered by the recent base rate cut. With a further cut forecast towards the end of the year, mortgage rates will...

Weekly Market Update – How fast do you go?
  • 2 days ago

Weekly market update – How fast do you go? The ECB is easing monetary policy cautiously, at at what will the Fed cut rates in this cycle

Asia Pacific Living Sector: Case for Investment
  • 3 days ago

Amid a range of cyclical and structural headwinds, including increased adoption of hybrid working arrangements, a slowdown in global economic growth and elevated interest rates, investor preference...

Black Sheep of US Macro Proves Economy Slowing
  • 3 days ago

Small business sentiment fared worse than anticipated in August and appeared to cement expectations for a 25-bp rate cut from the Fed on 18 September.

Brazil set to buck the trend and hike rates
  • 3 days ago

60% probability of FOMC cutting 50bp now priced. More weak demand data from China. Javier Milei exercised veto power of a fiscal expansion policy in Argentina. Sri Lanka election outcome meaningful...

Diversified private real assets: real diversification with the potential for sustainable outcomes
  • 3 days ago

An allocation to private real assets can provide a diversification benefit, help hedge against inflation, and put a portfolio on the path toward sustainability objectives.