Commercial Real Estate Downturn Nears Maturity, While Global Equities Re-Rate Higher

Callum_Thomas
01-20 07:02

1.Commercial Real Estate: big reset.

In real inflation-adjusted terms, the CRE downturn has been substantial (-30%) and drawn-out (almost 4 years since peak to initial trough).

Some might say that’s “enough”.

(…downturn done?)

2.One of the biggest themes in markets last year was the Global Equities catch-up trade.

We saw major upward re-rating of valuations across developed, emerging, and frontier markets.

And there is still plenty of room to run...

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