Investment Strategy Insights

Show us where the US is heading in inflation terms if the current MoM rates continues ...  0.3% is the most recent read

The US may not cut much ... but Europe will need to cut more than the current consensus ... BTW ... gradual easing is always the message ... the reality is very often very different ...

Would it be  inappropriate to ask for a way back in?

Pandemic ... earthquake ... regime change ... the events we are seeing are high impact, low probability, and landscape reshaping ...We are moving into an era where bigger things change faster and stay changed ... this is not a simple mean reversion world where a policy tweak brings us back to trend ... and it

https://www.bloomberg.com/opinion/articles/2024-12-11/fund-managers-will-have-to-take-private-assets-and-like-it?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTczMzkyMzU1OCwiZXhwIjoxNzM0NTI4MzU4LCJhcnRpY2xlSWQiOiJTT0JGNTRUMVVNMFcwMCIsImJjb25uZWN0SWQiOiJBOTVEMEZENjY4OTQ0OURFQkYxRUIzMDlFRTA0Nzc0QyJ9.ZyuRDiOniH6iE-mqPKDhBu-dfiPfUhiVbl5fyYOEc5I

https://www.wsj.com/finance/currencies/dollar-strength-trump-policies-a6d7a244?st=Mnbpde&reflink=desktopwebshare_permalink Fair points below ...

Increasingly its going to be about the best way to pool the capital required ...

Or just a new world order???

I love publishing great research from our contemporaries and competitors ... but it always grates (even if only just a little...)This chart deck is really good for anyone looking to understand digital, power and infra ...  for anyone who want to nerd out fully there is a really good bibliography at

FT quotes Blackrock ...  a little bit to Brave New World for me ... Even Rosie has joined the bull-o-cracy ...  (well - sort of ...)

https://on.ft.com/49oENbfBTW the book is well worth a read ... it brings a geopol perspective on why tech is so important ...

European terminal rate will be closer to 1%  than 2% by end 25 ...

Interesting chart ... polarised political positions leads to ...

Ultimately I can't see Putin accepting Ukraine in NATO - In fact I think he'd want a guarantee that Ukraine would stay out .. but he'd have to give something and one wonders if he'd accept Ukraine as an accession state within the

But the swing in sentiment you see here is palpable and it aligns closely with what we see in the REIT market and in the Green Street CPPI ...  valuers are probably going to lag this given their focus on realised comps ... but values seem set to increase in Q1 ... so

And the DC and power supply chains are quite inelastic so demand will outrun supply for a decade ... this is thus a secular opportunity for CRE investors ... and the key for investors now is to figure out how and where to intermediate this supply chain ... how are you going to

The US may well be the world's largest importer ... but it is also exporting alot!

This is worse than the US and Spain ... at least I think that's what it says ...