My take: Europe's industrial resurgence is fuelling a real estate shift.
Published by abrdn. Global Real Estate Intelligence links to the original source and credits the publisher; all rights remain with them.
Aberdeen Investment's monthly macro outlook video examines global growth trends and explores potential market underestimation of risks from oil price volatility and artificial intelligence disruption.
Aberdeen Investments presents multiple macroeconomic scenarios for Q3 2026, including a baseline 'TACOil' scenario featuring de-escalation in US-Iran tensions and continued AI capital expenditure tailwinds, alongside downside risks from energy shocks, AI disruption, and bond market volatility.
The Q4 2025 UK outlook reviews the closing position of the year and the trajectory into 2026, focusing on income-led returns across the living, industrial and retail sectors.
The Q3 2025 UK outlook maintains a constructive view on living, industrial and retail sectors, with income returns continuing to drive performance amid limited yield compression.
abrdn forecasts European all-property total returns of 7.1 percent over the 12 months to June 2026. European logistics leasing has softened but is expected to bottom out as the year progresses.
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