Why European alternative sectors provide a haven for investors in inflationary times

Real estate investors today face the greatest economic uncertainty in over a decade. The ongoing economic crisis is anything but conventional, defined by supply chain turmoil, geopolitical upheaval, spiraling consumer prices, and the reversal of a 40-year decline in interest rates.

This paper analyses the role that European alternative property can play in generating secure returns for investors at a time of high inflation and widespread volatility. 

We begin with a quick recap of macroeconomic conditions. GDP growth expectations have been upended in the past six months. At the beginning of the year, the consensus forecast predicted moderate growth in Europe with a short-lived bout of modest inflation, averaging 2.5% this year. But the rosy outlook has been superseded; the base case now is that of falling output in the second half of 2022 and high inflation to persist through the next 12 to 18 months.

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