<h1 class="entry-title">Category: Quaterly Investment Strategy</h1>
28 Oct

Q4 Investment Strategy & Outlook 2020

Global Investment Climate – Key Points Global GDP growth to slow in Q4 Overly optimistic expectations for pre-election GDP in the US Economic slowdown in the EU Relatively solid growth outlook for Swiss GDP Everything seems hunky-dory in China UAE Investment Climate – Key Points Lower than projected economic growth forecast for the UAE The […]

01 Jul

Q3 Investment Strategy & Outlook 2020

Global Investment Climate – Key Points Pandemic no longer scares investors Central banks’ massive liquidity injections are reassuring A new paradigm is driving government indebtedness Rapid rebound in financial markets and return of a certain euphoria Disturbing dichotomy between financial markets and the real economy UAE Investment Climate – Key Points Revised GDP Projections First […]

01 Apr

Q2 Investment Strategy & Outlook 2020

Global Investment Climate – Key Points Covid-19 suddenly puts a stop to market euphoria Market panic triggers one of the fastest bear markets in history Massive 10 trillion dollars in support from central banks and governments A temporary shock that is likely to be followed by a sharp recovery in H2 Corrections of risky assets […]

01 Jan

Q1 Investment Strategy & Outlook 2020

Global Investment Climate – Key Points US economy will remain robust Liquidity factor will lose importance International prospects are underestimated Continuing gradual adjustment of long-term rates Return of volatility in equity markets UAE Investment Climate – Key Points UAE Economy to grow at a faster pace in 2020 Sustaining growth post 2020 Dubai set to […]

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 – […]

31 Jul

Q3 Investment Strategy & Outlook 2019

Global Investment Climate – Key Points US growth not under threat Eurozone seeking a second wind Chinese slowdown mitigated by strong consumption A more favourable second half of the year in Japan Outlook remains strong in Switzerland UAE Investment Climate – Key Points UAE Economic Highlights UAE Eases Rules on 100% Foreign Ownership to boost […]

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 […]

01 Jan

Q1 Investment Strategy & Outlook 2019

Global Investment Climate – Key Points Financial markets have finally given in to panic The yield curve has flattened, but not inverted The Fed is aware of this, and will adopt flexible policy Attractive valuations and new investment opportunities Risks remain, but opportunities carry the day UAE Investment Climate – Key Points UAE Economic Highlights […]

01 Oct

Q4 Investment Strategy & Outlook 2018

Global Investment Climate – Key Points Economic growth more tentative in 2019 Rising risks related to monetary policies and tightening liquidity Caution with regard to profits and PE ratios in 2019 Financial outlook more uncertain in 2019 Risks are multiplying and uncertainty is on the rise UAE Investment Climate – Key Points U.AE Cabinet Approves […]

01 Jul

Q3 Investment Strategy & Outlook 2018

Global Investment Climate – Key Points Economic recovery in Q2, outlook remains favourable for 2018 Predictable monetary policies with no major risks for financial markets Valuation of equity markets once again reasonable Positive environment for most asset classes Escalating trade war rhetoric constitutes the major threat to the global economy Trade tensions constitutes the main source […]