Q4 Investment Strategy & Outlook 2019

01 Oct

Q4 Investment Strategy & Outlook 2019

Global Investment Climate - Key Points

  • Excessive pessimism ultimately favourable to growth in the US
  • Potential economic upturn in the euro area without Germany
  • Technical recession could be avoided in the UK
  • Private and public sectors shore up GDP in Japan
  • Consumption will remain the primary driver of growth in Switzerland

UAE Investment Climate - Key Points

  • Dubai records 135% growth in FDI in H1 2019
  • Dubai ranked third-most affordable city for prime real estate
  • New real estate body to improve supply-demand balance
  • Positive on Dubai Real Estate

Key convictions for Q4 2019 - Key Points

  • US growth will remain solid
  • Central banks back in the limelight
  • Low interest rates favourable to economic upturn
  • Long-term interest rate markets have to adjust
  • Valuation levels of risky assets once again generous