01
Apr
Q2 Investment Strategy & Outlook 2018
Global Investment Climate - Key Points
- Slight economic dip, but excellent prospects for 2018
- Renewed volatility forecast for financial markets
- Interest rates, inflation and the “trade war” put pressure on prices
- High equity valuations have now corrected
- More attractive new investment opportunities
UAE Investment Climate - Key Points
- Stronger than expected GDP growth estimate in 2017
- Significant rebound in headline inflation during the 4th quarter of 2017
- Deflation in quarterly housing costs and increasing risk of oversupply
- Trend reversal in off-plan property sales
- What lies ahead for the UAE property market?
Key convictions for Q2 2018 - Key Points
- Global GDP growth may exceed +4% in 2018
- Inflation and interest rates are still factors of uncertainty
- Price correction relieves valuations too high
- Finally, new investment opportunities in the 2nd quarter
- A context favorable for real estate and commodities
