Q2 Investment Strategy & Outlook 2019

01 Apr

Q2 Investment Strategy & Outlook 2019

Global Investment Climate - Key Points

  • Upturn in Q2 in the US after a weaker Q1
  • Germany still a source of concern in the Eurozone
  • The Chinese prime minister is anticipating growth of +6.5% in 2019
  • Japanese GDP still under the influence
  • Swiss GDP boosted by manufacturing and consumption

UAE Investment Climate - Key Points

  • Fiscal stimulus focused on infrastructure ahead of Expo 2020
  • Better prospects of GDP Growth with recovery in oil prices
  • Construction activity to remain strong in 2019
  • Adjustment of the real estate supply and growing population
  • UAE government maneuvering to stand up to the challenge
  • Dubai’s property market is witnessing signs of green shoots

Key convictions for Q1 2019 - Key Points

  • Global economic upturn in Q2
  • Central banks slow their normalisation process
  • Inflation sustained by job market and commodities
  • Political tensions lessen
  • Loss of momentum and temporary profit taking