27 Apr Q2 Investment Strategy & Outlook 2022 Posted by Ahmad Saidali In Quaterly Investment Strategy 0 comment Global Investment Climate - Key Points The geopolitical crisis is disrupting economic forecasts and risk assessmentsBallooning inflation seems inevitable and poses a major threat to global growthCentral banks are not keeping inflation under control, which could lead to a “hard landing”Yield curve adjustments are already contributing to monetary tighteningBond and equity markets fall together in this more uncertain environmentReal assets benefit from the inflationary environment and outperform UAE Investment Climate - Key Points GDP beats estimates of 2021 posting 3.8% growthReal estate sector is booming with record increasesAbu Dhabi and Dubai benchmarks lead global peers Key convictions for Q2 2022 - Key Points Geopolitics permanently disrupts global value chainsInflation is becoming the main problem for the global economyCentral banks lack solutions to stagflation risksFixed income markets are flaring up as prices soarReal assets are more resilient in times of inflation Discover an extract from our investment strategy below: Read more If you wish to learn more about our services, do not hesitate to contact us: Info@bearbull.ae