All Inflation articles – Page 5
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White papers2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
Headwinds are blowing but conditions are supportive, so we see both risks and opportunities in 2025.
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White papersISA Outlook 2025: Asia Pacific – The dawn of a new real estate cycle
The current real estate cycle in Asia Pacific is not a simple repetition of a typical cycle. While Asia Pacific economies have not been immune to supply chain disruptions and elevated inflation, interest rates and construction cots, real estate capital market liquidity in the region (with the exception of China and Hong Kong) has fared much better than in other parts of the world. In our view, the varying and sometimes contrasting cyclical patters among major real estate sectors within each country set the region apart from global trends.
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White papersThe extraordinary US cycle is becoming more balanced
“Progressively softer labour market conditions and positive inflation developments support gradual rate cuts, allowing the Fed to bring policy rates closer to neutral levels.”
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White papersInflation trend is falling
“With ongoing inflation swings, central banks will be increasingly data-dependent.”
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White papersKorean wave: build-to-rent opportunities in Seoul
What lies ahead for housing in Seoul? We discuss the evolving opportunities for renters and landlords.
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White papersOpportunities and Challenges of Trump 2.0
Chief Investment Officer Sean Taylor considers the implications of a second Trump administration for emerging markets.
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White papers2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
With inflation cooling and the US Federal Reserve transitioning from rate hikes to a cycle of rate cuts, bonds are poised to perform well in 2025.
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White papersElection Economics
A resounding victory sweeps President (and President-Elect) Trump back to the White House. The substantial-for-modern-times majority in the Senate along with the popular vote means that the second Trump administration has more of a mandate than the first one.
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White papersOutlook 2025-2027: Resilient recovery in a challenging environment
The real estate market is recovering resiliently and new opportunities are emerging for institutional investors. However, the investment climate remains challenging. This is the conclusion of Achmea Real Estate’s Outlook 2025 - 2027, the first part of which has just been published.
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PodcastPrivate Real Estate: From Uncertainty to Opportunity
Despite the challenges of a tough fundraising environment and fluctuating interest rates, private real estate is gaining traction as an attractive investment option amid economic uncertainties. But what makes private real estate a viable option? How does it help to hedge against inflation, and where do some of the unique opportunities lie?
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White papersTrump’s victory signals major policy shifts ahead
The magnitude of US President-elect Donald Trump’s victory on Tuesday brings the strong likelihood he will have a mandate for his economic, market and foreign policy agenda. Winning the Electoral College and popular vote, as well as gaining Republican control of the Senate, means Trump’s key policy issues, such as tax cuts, higher tariffs and immigration curbs may come faster than expected — potentially in the early months of 2025.
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White papersThe Fed’s normalising of rates is not easing
Given that the US economy is healthy, we believe the market is overestimating what the Fed will do.
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White papersMarket Update third quarter 2024
The Dutch economy is expected to continue to grow in the third quarter of 2024. The labour market continues to be tight, and real wage growth is anticipated to remain positive, even with an expected rise in the unemployment rate.
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White papersUS soft landing on track
“Robust consumption and government spending have supported US economic activity recently, but we see a mild deceleration in growth amid a rebalancing in US labour markets.”
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BlogAssessing Inflation Through Five Commodity Price Themes
Explore recent developments in commodity prices through the lens of five themes.
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White papersWhat Is the Opposite of Confirmation Bias?
Many investors say they anticipate a soft landing for the U.S., but market swings suggest they are seizing on any excuse to position against that thesis.
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White papersNorth America real estate market outlook Q4 2024
What are the the trends in North American real estate? Read more about our outlook.
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White papersUK real estate market outlook Q4 2024
Following months of stabilisation, the UK real estate market is reaching an equilibrium point.
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White papersJapanese property yields: is the only way up?
The unwinding of Japan’s ultra-low interest-rate policy has raised some questions about the impact on real estate. But rental growth may play a bigger role in driving Japanese property yields.
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White papersGlobal Outlook 2025
In 2025, we believe the core question to dominate economic discussions is where the unobservable natural rate (r*, the neutral rate of interest that supports full employment and constant inflation) lies and when central banks should stop cutting.
