The timing and degree of this re-pricing will be shaped, as always, by additional future changes to monetary policy, the resulting impact to the broader economic environment, and the property sector/market specific vagaries of the various individual assets.
Economic momentum is slowing globally after a strong 2021 and Asia Pacific should not be immune to this. Still, as it stands, the region has had the strongest short-term growth outlook compared to the US and Europe.
Les affiliés de Natixis Investment Managers partagent leurs perspectives pour 2024.
Publication mensuelle de la recherche d’AEW Europe.