01
Jan
Q1 Investment Strategy & Outlook 2020
Global Investment Climate - Key Points
- The consensus scenario adopts a more positive macroeconomic outlook
- Status quo on key rates but significant injections of liquidity
- Beware extreme equity valuations
- Emergence of serious new geopolitical risks
- 2020 will not be able to repeat the feats of 2019
UAE Investment Climate - Key Points
- UAE Economy to grow at a faster pace in 2020
- Sustaining growth post 2020
- Dubai set to become the second most-visited global city
- Dubai Real Estate transactions hit 11 Years high in 2019
- UAE unveils first multi-entry five-year tourist visas
Key convictions for Q1 2020 - 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
