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
- Mixed Fortunes for UAE Equity Markets
- ADX second best performing index in the GCC
- DFM worst performing index in the GCC
- What lies ahead for the UAE Economy in 2019?
Key convictions for Q1 2019 - Key Points
- Growth prospects still intact
- The Fed and the ECB are in wait and see mode
- Rise in inflation and long rates
- Political uncertainty persists
- Investment opportunities
