Why US real estate remains attractive amid a 'mixed' economic picture

clock • 2 min read

North American equity markets have rewarded investors in 2019 and are at or near all-time highs.

The performance has been driven by non-cyclicals such as utilities, consumer staples and real estate, which are up more than 20% year to date. Blockchain: A revolution for real estate funds Trade tensions have cooled since the beginning of September and a US/China phase-one deal could be signed in the coming weeks.  Despite the recent optimism around trade, fundamental economic data has been mixed. While Q3 earnings have generally been strong, economists are still forecasting US GDP growth to fall from 2.3% in 2019 to 1.7% in 2020. The futures market is implying two additiona...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on US

US inflation falls to 2.4% in March
US

US inflation falls to 2.4% in March

‘Softer than expected CPI release’

Sorin Dojan
clock 10 April 2025 • 1 min read
Schroders' Johanna Kyrklund: Trump's tariffs risk rapidly moving from unknowable to analysable
US

Schroders' Johanna Kyrklund: Trump's tariffs risk rapidly moving from unknowable to analysable

'Bad news can be priced'

Johanna Kyrklund
clock 10 April 2025 • 4 min read
Fed signals 'difficult trade offs' ahead amid persisting inflation
US

Fed signals 'difficult trade offs' ahead amid persisting inflation

Comments ahead of Trump’s trade war

Sorin Dojan
clock 10 April 2025 • 2 min read
Trustpilot