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Jackson Hole 2026: central bank influence muted in the face of structural forces
"Jackson Hole’s annual meeting of global central bankers remains an important window into monetary policy, but this year bigger factors are at play."
Capital Markets
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Global Capital Markets Research Q2 2026 – Asia Pacific
"APAC investment activity continues to recover, with Q2 turnover reaching US$46bn, up 18% y/y, although growth remains uneven."
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Global Capital Markets Research Q2 2026 – North America
"The US recovery remains strong at the aggregate level, with investment reaching US$131bn in Q2, up 20% y/y."
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Global Capital Markets Research Q2 2026
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Global Capital Markets Research Q2 2026 – Europe
"European real estate investment entered Q2 2026 with improving momentum, but market conditions became more fragmented as macroeconomic and geopolitical risks reasserted themselves. "
European Logistics Spotlight – Q2 2026
"European consumer economy defies expectations to help logistics market see 20% rise in take-up against the same period last year."
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Capital Signals: Navigating volatility and unlocking selective opportunities in APAC
"While macro uncertainty continues to weigh on sentiment, capital is returning to APAC commercial real estate with greater selectivity. Investment activity is expanding, but performance is increasingly uneven across markets and sectors. The strongest opportunities are being driven by capital rotation, pricing dislocations, and structural shifts in the supply/demand outlook."
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Global Capital Markets Research Q1 2026
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Global Capital Markets Research Q1 2026 – Asia Pacific
"Asia Pacific has regained momentum, supported by firmer investment activity, renewed cross-border interest and improving liquidity in several major markets. "
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