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Real Estate Convictions 2023- Q3

16/11/23
The era of repeated shocks typifies the new cycle we are now living through. Whilst it is still difficult to assess their economic effects, the risks of an escalation of the situation in the Middle East have fed into a nervousness in equity markets, already heightened by mixed performances from companies. As far as real estate assets are concerned, after an intense period of widespread corrections in response to the rapid rise in interest rates, we are likely to see a gradual move into a stabilisation phase once the risk premium has been rebuilt.