【英文】2024年全球投资者展望报告（25页）

英文研究报告 2023年12月27日 15:00 管理员

Asia Pacific investors are still somewhat apprehensive about the inflation and interest rate environment with 88% of those surveyed expecting interest rates to have a negative market impact next year – however, according to our survey they are also relatively optimistic about the region’s prospects, due to its strong economic and demographic fundamentals. Almost 60% of investors expect regional economic growth to contribute positively to the real estate environment. The survey data points to an upswing in the proportion of investors planning to boost real estate allocations, with 75% of respondents planning to dedicate 5-20% of assets under management to real estate in the future, up from 64% currently. In markets such as Australia and New Zealand, there is growing confidence that interest rates have reached, or are close to, their cyclical peak. This stability is enabling both investors and vendors to assess asset values with greater certainty, laying the groundwork for increased market activity throughout 2024.