Inside Real Estate - Annual Strategy Outlook for 2018
A growing sense that both the economic and real estate cycles are past their primes has investors asking, “Where do we go from here?” In an environment of heightened political stress and potentially discordant monetary policies, we recognize that a complex path lies ahead. The themes we’ve identified will help you navigate through 2018 and beyond.
May you live in interesting times: Five themes to guide us through 2018
- Economics trumps politics temporarily
- Synchronicity in global growth
- Expect higher short-term interest rates in 2018
- Remain constructive but brace for uncertainty
- Increasing convergence in investment performance expectations