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.
