Fynsa
There are still opportunities, but the focus should remain on the search for investment grade opportunities in the region, to the detriment of high yield.
The start of the monetary easing cycle will accelerate the shift of portfolios from IIF to IRF. Interest rate levels and accruals boost the value of the short end of the yield curve, but UF-denominated instruments are becoming more attractive, especially for terms of 2 to 5 years.
The sector continues to expand, although there have been adjustments in occupancy rates and rent levels
Europe's efforts to reduce its dependence on China may benefit the region.
