Moody’s Talks - Global Economy Unwrapped

Offices and AI

Episode Summary

How resilient is commercial real estate in a world of geopolitical shocks, shifting work patterns, and rapid advances in AI? Dominic Brown, Head of International Research at Cushman & Wakefield joins GEU for a wide-ranging discussion on the forces reshaping global property markets. From booming office demand in India and ultra-tight vacancy rates in Tokyo to the divergent fortunes of cities, sectors, and countries, the conversation explores why real estate has become more local, more granular, and more varied than ever. The episode also tackles AI's impact on office space, the race to build data centres, and whether automation will shrink workplaces or transform them. Along the way, Dominic explains how investors identify opportunities across global markets and why macroeconomics still matters, even in an increasingly fragmented world.

Episode Notes

How resilient is commercial real estate in a world of geopolitical shocks, shifting work patterns, and rapid advances in AI? Dominic Brown, Head of International Research at Cushman & Wakefield joins GEU for a wide-ranging discussion on the forces reshaping global property markets. From booming office demand in India and ultra-tight vacancy rates in Tokyo to the divergent fortunes of cities, sectors, and countries, the conversation explores why real estate has become more local, more granular, and more varied than ever. The episode also tackles AI's impact on office space, the race to build data centres, and whether automation will shrink workplaces or transform them. Along the way, Dominic explains how investors identify opportunities across global markets and why macroeconomics still matters, even in an increasingly fragmented world.