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Rates coming down and stocks are expensive ...

TCP Research

18 Oct 2024

Time to think about allocations?

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Bullish for European private markets assets & CRE ...

From our good friends at Gavekal ... note particularly that lending is picking up everywhere in marked contrast to the last cycle ... this one doesn't involve private sector or state deleveraging ...

26 Mar 2025

Bullish for European private markets assets & CRE ...

From our good friends at Gavekal ... note particularly that lending is picking up everywhere in marked contrast to the last cycle ... this o

26 Mar 2025

Three things here ...

Adversarial geo-economic policies make it harder to keep pushing for over allocation to US assets and ... at the same time ...the world has gotten itself over allocated to US assets ... so if the appetite to keep re-buying into that position shifts (even if its moves slowly and incrementally as it

26 Mar 2025 2 min read

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