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UK Real Estate: Talking Points October 2024
UK Real Estate: Talking Points October 2024
23 October 2024
Welcome to our quarterly snapshot of current real estate market trends.
Will there be any good news in the Budget?
Will there be any good news in the Budget?
21 October 2024
Taxes set to rise but the economy is improving.
James King
James King
21 October 2024
David Morgan
David Morgan
18 October 2024
Power hungry AI - investment implications in the era of energy transition
Power hungry AI - investment implications in the era of energy transition
17 October 2024
Understanding the options for power provision and assessing the investment opportunities resulting from AI’s thirst for energy.
Adil Gulamali
Adil Gulamali
15 October 2024
Christina Clementson
Christina Clementson
15 October 2024
UK interest rates: Bad news from the US, good news from Europe, what will the Budget bring?
UK interest rates: Bad news from the US, good news from Europe, what will the Budget bring?
14 October 2024
Why we expect the pace of rate cuts to slow.
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UK Real Estate: Talking Points October 2024
UK Real Estate: Talking Points October 2024
23 October 2024
Welcome to our quarterly snapshot of current real estate market trends.
Will there be any good news in the Budget?
Will there be any good news in the Budget?
21 October 2024
Taxes set to rise but the economy is improving.
Power hungry AI - investment implications in the era of energy transition
Power hungry AI - investment implications in the era of energy transition
17 October 2024
Understanding the options for power provision and assessing the investment opportunities resulting from AI’s thirst for energy.
UK interest rates: Bad news from the US, good news from Europe, what will the Budget bring?
UK interest rates: Bad news from the US, good news from Europe, what will the Budget bring?
14 October 2024
Why we expect the pace of rate cuts to slow.
The climate risk ‘hot potato’– which sector will be left with burnt fingers?
The climate risk ‘hot potato’– which sector will be left with burnt fingers?
8 October 2024
A secure and consistent supply of critical minerals is fundamental to the energy transition and to achieving net-zero, but demand is putting pressure on supply chains and costs, and risks polarising sentiment around the energy transition.
Slow-speed crash? Problems for the European auto sector pile up
Slow-speed crash? Problems for the European auto sector pile up
7 October 2024
Healthy cash balances built up over the past three years will be tested as firms attempt to weather the four-pronged oncoming storm of labour relations, EV uptake, emissions regulations and China.
ECB to cut rates as recession risks rise but markets dance to US tune
ECB to cut rates as recession risks rise but markets dance to US tune
7 October 2024
Is the risk of recession in the US really over? And what will it take to get investors to switch focus to Europe?
US election: the Inflation Reduction Act (IRA) and the risk of repeal - Implications for investors
US election: the Inflation Reduction Act (IRA) and the risk of repeal - Implications for investors
2 October 2024
The multi decade transition to green energy should remain intact. We explain why and highlight companies set to benefit.
Will £ Hit $1.50 in 2025?
Will £ Hit $1.50 in 2025?
30 September 2024
Signs indicate sterling’s ascent has begun in earnest. How soon before it reaches $1.50?
Boeing bonds bound to bounce back?
Boeing bonds bound to bounce back?
27 September 2024
With $60 billion of outstanding corporate bonds, the business is among the largest non-financial IG issuers, and it wants to reduce its leverage. But with that being unlikely anytime soon, investors have a decision to make.