<h1 class="entry-title">Category: Quaterly Investment Strategy</h1>
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 […]

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 […]

01 Jan

Q1 Investment Strategy & Outlook

Investment Climate – Key Points Good international macro-economic prospects in 2018 Upward cycle on global rates and inflation likely to gain momentum High valuations and low risk premia reduce the appeal of risky assets Bitcoin’s spectacular rise demonstrates the growing, and worrying, speculative euphoria Financial markets could finally feel the pinch of long rate increases […]

07 Nov

Q4 Investment Strategy & Outlook

Investment Climate – Key Points The global economic situation has improved, and prospects are good for 2018 Significant change in sentiment toward the Euro-zone and the single currency The recovery of the upward cycle on long rates is now more robust in the United States Weakening of the Swiss Franc is still on the cards […]