Q2 Investment Strategy & Outlook 2022

27 Apr

Q2 Investment Strategy & Outlook 2022

Posted by Ahmad Saidali In Quarterly Investment Strategy 0 comment

Global Investment Climate - Key Points

The geopolitical crisis is disrupting economic forecasts and risk assessments
Ballooning inflation seems inevitable and poses a major threat to global growth
Central banks are not keeping inflation under control, which could lead to a “hard landing”
Yield curve adjustments are already contributing to monetary tightening
Bond and equity markets fall together in this more uncertain environment
Real assets benefit from the inflationary environment and outperform

UAE Investment Climate - Key Points

GDP beats estimates of 2021 posting 3.8% growth
Real estate sector is booming with record increases
Abu Dhabi and Dubai benchmarks lead global peers

Key convictions for Q2 2022 - Key Points

Geopolitics permanently disrupts global value chains
Inflation is becoming the main problem for the global economy
Central banks lack solutions to stagflation risks
Fixed income markets are flaring up as prices soar
Real assets are more resilient in times of inflation

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