Time to put Europe first when it comes to allocations??

If this chart is correct then our curve will resteepen ...  Europe's CRE market will strengthen quickly in 2025 and transaction flows will be surging - our medium term operating fundamentals will be strong (by virtue of low vacancy) ... and Europe will offer a more diverse range of opportunity in the cyclical sectors (because office is not bombed out) and the secular trends underpinning the future opportunity (in logistics, resi and digital/innovation) have miles more runway ...When rates went up we repriced faster and we are now turning ... and the US has been slower on the downswing and if rates in the US stay higher for a while longer.. then it will be slower to turn ...There are plenty of credit and equity opportunities ... it's time to pick up the pen!