Overview
Q4 Asia Investment Outlook: Go with the east wind
A dip in US growth will have an impact on Asia, but the slowdown will also provide room for the region’s policymakers to cut interest rates.
Q4 Investment Outlook: Risks balanced
We’re seeing a rotation, not a sell-off.
European real estate market on cusp of a change
European real estate market on cusp of a change
Private Credit Quarterly: Strengthening backdrop drives outlook for M&A
Private Credit Quarterly: Strengthening backdrop drives outlook for M&A
What to watch in 2024 for real estate investing
What to watch in 2024 for real estate investing
Sustainability outlook: Focus on regulation and nature in 2024
The urgency to reach net zero and stop nature loss is leading to increasingly complex markets in need of more policy direction.
Asia outlook: Riding the growth momentum
China’s economic slowdown and the resilience of the US dollar have dimmed the lustre of Asian economies. But the growth story should continue in 2024.
Outlook scenario 4: No landing
In a no landing scenario, US economic growth would continue to be resilient while Europe’s current slowdown would reverse.
The economy in 2024: Something will give
If US and other developed world interest rates have not peaked already, they will do so soon. And growth will stall. We give four potential scenarios for 2024.
Outlook 2024: More risk, higher yields, and four ways forward
Profound changes across economies and markets make forecasting unusually difficult in 2024. Instead, we offer four potential paths the world could take.
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