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    The unexpected resilience of global housing markets

    The unexpected resilience of global housing markets

    19 March 2024

    Global housing markets have held up better than expected through the rate hiking cycle. We think this strength could mean a slower rate cutting cycle than markets expect.

    The scientific scrutiny of sustainability

    The scientific scrutiny of sustainability

    Alex Edmans, Professor of Finance at London Business School, explains how confirmation bias can be a challenge when it comes to sustainability and investment.

    China: potential growth – lower for longer

    China: potential growth – lower for longer

    We continue to have a bearish view for Chinese growth over the medium term relative to current market expectations.

    Asset returns post rate peaks

    Asset returns post rate peaks

    Markets are pricing in the end of the rate cycle, and if they are correct then asset prices have historically performed well in the period between the last hike and the first cut.

    The case for a higher neutral interest rate

    The case for a higher neutral interest rate

    In our view, the level of real interest rates at which central bank policy is neither stimulating or restricting growth has moved upwards.

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