1、C O R P O R A T E C A P I T A L O U T L O O KQ 12 0 2 4|R E P O R TC O L L I E R S|C O R P O R A T E C A P I T A L S O L U T I O N S|E M E A1R E P O R T|2 0 2 4C O R P O R A T E C A P I T A L S O L U T I O N S|E M E ACorporate Capital OutlookC O R P O R A T E C A P I T A L O U T L O O KQ 12 0 2 4|R
2、E P O R TC O L L I E R S|C O R P O R A T E C A P I T A L S O L U T I O N S|E M E A2Executive SummaryGlobal Macro EconomyCorporate Debt Capital MarketsCorporate Net Lease TransactionsEMEA Real Estate Capital FlowsYields&Cap Value IndicesOpinion:Adapting to Thrive:Navigating 2024s M&A Rebound by Marvi
3、n Arras Marvin Arras at ColliersOpinion:Unlocking Investment Benefits:The Power of Partnership in Industrial Net Lease Transactions by Henry Giles Henry Giles at ESRContents3461012141516C O R P O R A T E C A P I T A L O U T L O O KQ 12 0 2 4|R E P O R TC O R P O R A T E C A P I T A L O U T L O O KQ
4、12 0 2 4|R E P O R TC O L L I E R S|C O R P O R A T E C A P I T A L S O L U T I O N S|E M E A3C O L L I E R S|C O R P O R A T E C A P I T A L S O L U T I O N S|E M E A3Introducing the Q1 2024 Corporate Capital Outlook report,providing the latest insights on the Global Macro Economy,Corporate Debt Ca
5、pital Markets,European Net Lease Transactions,and features from our contributors.2024 started with a strong performance in global equity markets,with ample gains of c.9.2%(MSCI ACWI)and notable resilience.Positive sentiment was further bolstered by the anticipation of interest rate reductions in the
6、 summer.However,market sentiment remains somewhat cautious in response to sticky inflation data and geo-political tensions.Monetary policymakers in both the US and Europe have emphasised their reluctance to hastily implement rate cuts whilst they continue to target an inflation rate of 2%.In corpora