Investment Manager Pulse
This quarterly survey of senior investment professionals gauges managers’ views on the economy, financial markets, and risks to their portfolios.
Global repricing is happening quickly across the board and it is still playing out, making benchmark-driven investing difficult. Many of the opportunities we identify in this report are contingent on this reset of global real estate values continuing, taking pricing to levels that make sense in order for returns to compete for capital against other financial asset classes. Aside from secure senior debt plays that offer a high degree of capital protection through the cycle, timing will be key to successfully executing structural and cyclical investment strategies.
According to our forecasts, global real estate returns will be under pressure over the next 12 months or so – and many investors will be on the sidelines until the repricing runs its course.
This quarterly survey of senior investment professionals gauges managers’ views on the economy, financial markets, and risks to their portfolios.
Jennison Associates continues to see a solid backdrop for growth stocks despite anticipated slowdown in consumer and labor market in the months ahead.
This presentation recaps latest-quarter performance through a variety of economic and market metrics, forecasts economic and market trends, and offers insights on where to look for the best potential investment opportunities.
For compliance use only 1070495-00001-00