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#19 2024 Outlook: Finding value in a new macroeconomic environment
Manage episode 395754719 series 3317799
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As we enter a new economic cycle that is resetting markets across the world, the first PAT Cast of 2024 examines the outlook for global real assets and where PATRIZIA expects the most attractive investment opportunities to be this year.
In this conversation, we explore both the challenges and opportunities for investors in global markets this year and examine how low investment volumes and declining values in 2023 will make 2024 a buyer's market. We also discuss the major debt and decarbonisation funding gaps and how investors can leverage these opportunities to drive value in the medium term. And our guests offer a dose of optimism, particularly when it comes to investing in sectors underpinned by the long-term megatrends of decarbonisation, urbanisation, digitalisation and demographic changes.
Your host is Ed Whittaker and on the panel we have:
Mahdi Mokrane, PATRIZIA’s Head of Global Investment Strategy, Research and Investment Solutions
Justin Webb, Head of investment solutions at PATRIZIA Infrastructure.
Find out more at https://www.patrizia.ag/en/
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