The bet on the real estate is partially bet on the economy

Check out the interview by Prague Finance Institute magazine with Robert Ides, Managing Partner & Cofounder of ARETE, where they discuss the current economic outlook and investment themes. Highlights include:

·         Equities trends in the USA and the IT sector.

·         Implications of higher interest rates on financial markets and the real economy.

·         The impact of the Green deal and net-zero emission targets on investment opportunities.

·         Outlook on the commercial real estate (CRE) sector globally, with a focus on Europe.

·         Comparison of CRE valuations in the Czech Republic and Germany.

·         Optimistic outlook on the private equity (PE) industry, including trends in perpetual funds and global expansion.

·         Major risks for the world economy and financial markets, including interest rate dynamics and geopolitics.

·         Asset classes expected to perform well in the next decade, such as equities in developed markets, private markets, and real assets.

What was also said: "The bet on the real estate is partially bet on the economy – CRE is basically the box in which the economy operates."

Check out the whole interview below.