As private equity distributions slow, Canadian investors are increasingly allocating to real estate, and infrastructure to maintain portfolio momentum. Read our Q3 market insights.
Numerous changes in macroeconomic conditions this year due to tariffs and geopolitical issues have led us to lower our forecasts for overall rent growth. Nevertheless, we see pockets of outperforma...
The Federal Reserve offered little guidance on the outlook at its July meeting, striking a somewhat hawkish tone.
The market bounce since April has reflected investor optimism on tariffs. While the near-term economic outlook is uncertain, we expect growth to improve in 2026
Rising trade risk and policy uncertainty are reshaping portfolio strategy. See how we’re adjusting allocations across regions and asset classes.
The Morgan Stanaley Real Estate Investing team reviews the current state of the real estate market within a volatile macroeconomic environment.
Reasons for a constructive outlook for European REITs.
Despite US policy uncertainty in the first half of 2025, markets remained remarkably resilient. This could change in the second half of the year.
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
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