Global Real Estate & Economy Brief — 2025-09-21 - Daily Global Real Estate & Economy Brief

🌍 At a Glance

Glues and Don’ts: Here’s How to Stick or Unstick Anything. — Discover professional techniques for using various adhesives and solvents effectively in this comprehensive guide.
$550,000 Homes in Uruguay — Explore diverse $550,000 homes in Uruguay, featuring beachside lofts and renovated apartments.
A Look Inside Architect William Ryall’s Collection of Homes on Long Island’s North Fork — Architect William Ryall showcases his unique collection of homes in Orient, Long Island's North Fork.

UK set to recognise Palestinian state on Sunday — The UK is set to recognize a Palestinian state on Sunday due to worsening conditions, as confirmed by Keir Starmer.
More than 1,000 people arrive in UK in small boats in one day — Over 1,000 people arrived in the UK via small boats on Friday, ending a week-long pause due to poor weather.
Lucy Powell: Labour should raise gambling taxes to axe two-child benefit cap — Lucy Powell proposes raising gambling taxes to fund the removal of the two-child benefit cap, aiming to reduce child poverty.

Highest government borrowing in August for five years — August's government borrowing reached a five-year high, intensifying pressure on the chancellor before the Budget.
'Labour must step up to help JLR supply chain' — Unite the Union urges Labour to support a furlough scheme for workers in the JLR supply chain.
China is calling a TikTok deal a win. What's in it for them? — Experts analyze potential benefits for Beijing in a finalized TikTok deal, labeling it a win for China.

**Positioning Idea**: Invest in home improvement and construction ETFs to capitalize on rising demand for adhesives and solvents.
**Risk Note**: Economic downturns may reduce construction activity.
**Positioning Idea**: Consider REITs focused on vacation rentals in coastal areas, like Uruguay, to benefit from growing interest in international second homes.

**Position in European Real Estate ETFs**: Consider investing in European real estate ETFs, focusing on residential sectors, as urban migration trends may increase demand. *Risk: Economic instability could dampen housing demand.*
**Allocate to Defensive Sectors**: Increase exposure to defensive sectors like utilities and consumer staples in Europe, as political instability may drive demand for stable investments. *Risk: Regulatory changes could impact sector performance.*
**Hedge with Global Bond ETFs**: Utilize global bond ETFs to hedge against potential economic downturns in the UK and Europe, as geopolitical tensions may lead to market volatility. *Risk: Rising interest rates could negatively affect bond prices.*

**Position in Infrastructure REITs**: Increased government borrowing may boost infrastructure spending; consider investing in infrastructure REITs for potential growth. *Risk: Economic downturn could limit funding.*
**Focus on Consumer Staples ETFs**: Support for furlough schemes may stabilize consumer spending; consumer staples ETFs could benefit from sustained demand. *Risk: Inflation may erode purchasing power.*
**Consider Emerging Markets ETFs**: A favorable TikTok deal could enhance China's tech sector; explore emerging markets ETFs for exposure. *Risk: Geopolitical tensions may impact performance.*

Not financial advice. Educational insights only.

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