Mind The Gap: Why Investors Should Fade The Real Estate Rally
公開日
Underweight Real Estate over a tactical investment horizon. We expect economic growth to downshift, and even lower interest rates won’t benefit the sector in such conditions. Further, delinquency rates are rising and broadening across subsectors, which does not bode well for sector performance. The risk to our view, is that Real Estate will rally if the Fed succeeds in orchestrating a soft landing.
BCA | Equities
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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