The conflict in the Middle East is another reminder of the volatility of geopolitics and the fragility of global supply chains. We assess the likely impacts on European real estate and consider the specific impacts on real estate sectors.
Should investment grade prime office landlords worry about AI?
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
Events in the Middle East continue to influence economic policy, with central banks revisiting future rate moves as the oil price returns to pre-conflict levels.
Market Perspectives: Postcard from Milan: What’s in store for H2?
As investors look ahead to the second half of 2026, the market backdrop appears somewhat less fraught than it did during the first six months of the year.
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