We look at the correlation between disposable household incomes in Europe and the US and housing rents, why the market is like it is, and what it means for investors.

Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year

To begin with, supply was the concern, but now demand is at risk. What is without doubt is that recession risks are elevated.Recession