Inflation fear: where to ride the tide? Forecasting total returns with data intelligence
21 / 02 / 23 - 1 minute read
Key takeaways
- During the last two decades economic cycles of strong growth have being accompanied by moderate inflation & vice versa. Less is known about recessionary phases with
Dr. Marcelo Cajias
Director Head of Data Intelligence | Investment Strategy & Research
Dr. Marcelo Cajias heads the Data Intelligence section, which is part of the Investment Strategy and Research team at PATRIZIA. In his role he is responsible for the global portfolio of analytical solutions and dashboards that support strategic investment decisions by means of supervised and unsupervised machine learning forecast models for various asset classes.
Marcelo holds a Ph.D. with his major fields being statistics, econometrics and real estate. His papers have been published in various international journals and he was awarded the RICS best paper award in 2011 and the German real estate research award in 2013.
Dr. Marcelo Cajias
Head of Data Intelligence
Georg Kläger
Senior Associate
Georg Kläger is a Senior Associate with the Performance Analytics Team in the Investment, Strategy & Research department at PATRIZIA SE, a position he has held since the spring of 2021. In that role, he supports the team in its efforts to move from Performance Measurements into Performance Analytics as integral part of the Research function. He is based in Augsburg Germany, the PATRIZIA headquarters. He was formerly employed as a Management Trainee working 2 years across several functions of the company, including Asset-Management, Transactions and Fund Management. Holding a Double-Master’s degree in Real Estate from both the Henley Business School Reading and the International Real Estate & Business school in Regensburg, he has also worked & studied in Croatia, the United Kingdom and Denmark.