How the US presidential race may affect markets, the case for real estate credit and our experts look back on Q1
For professional investors only. In this week’s newsletter, we explore how the 2024 US presidential race could affect market performance. As election season ramps up, Brian Levitt , Invesco’s Global Market Strategist examines what a Republican or Democratic president might mean for financial markets.
One of the most common questions this month has been: “when is the right time to invest in real estate credit?”. Our research shows interest rate hikes raised yields on credit investments, including real estate. Proposed regulatory guardrails for banks, the largest providers of commercial real estate credit, may create opportunities for non-bank lenders. Read about three reason why we think there's opportunity in real estate credit.
Finally, this week, signals of slowing economic growth have led to a continued focus on sustained higher interest rates. Invesco experts Kevin Egan, Ron Kantowitz, and Paul Triggiani share insights as the first quarter of the year wraps up.
?
More articles:?