Publications

Global Investment Climate – Key Points Macroeconomic uncertainties and surprises mark the quarter Slowdown scenario replaces recession risks Further easing of inflation and interest rates likely Temporary decoupling of monetary policies A more favourable half-year for equities Positive outlook for financial assets UAE Investment Climate – Key Points Real GDP expanded by 4.3% in Q1 […]

Global Investment Climate – Key Points A positive first quarter for most asset classes Inflation and growth statistics play spoilsport Inflation gradually falls into line Between US growth and European recession A new monetary policy paradigm for 2024 Environment still favorable for financial assets in Q2 UAE Investment Climate – Key Points Real GDP forecasts […]

Global Investment Climate – Key Points A highly volatile but ultimately positive 2023 Radical change in stock market climate in Q4 The notable deceleration in inflation heralds a refreshed positive perspective An economic slowdown remains the central scenario New monetary policy paradigm for 2024 More favorable environment for financial assets UAE Investment Climate – Key […]

Global Investment Climate – Key Points US bond market under triple influence Rather reassuring trend in economic parameters Inflation regime improving US monetary policy too restrictive End of quarter marked by irrational rate hikes More favorable outlook for year-end UAE Investment Climate – Key Points Real GDP growth is forecasted to slow to 3.3% in […]

Global Investment Climate – Key Points Macroeconomic and political risks diminish Positive surprises on the inflation front Monetary policies increasingly decorrelated Hesitations in fixed-income markets Return of risk-on in equity markets Relatively favourable conditions for financial assets UAE Investment Climate – Key Points UAE’s Hydrocarbons GDP Contracts, while Non-Oil Sectors Thrive on Consumer Demand and […]