Q1 Investment Strategy & Outlook 2022

25 Jan

Q1 Investment Strategy & Outlook 2022

Global Investment Climate - Key Points

  • Renewed enthusiasm for risky assets in Q4

  • Upward adjustment of yield curves

  • Global liquidity declines as monetary policies normalise

  • The global economy is on a solid growth path in 2022

  • Inflation may find a second wind in rising wages

  • Rising rates and falling global liquidity are new risks

UAE Investment Climate - Key Points

  • UAE Economy expected to grow by 4.2%  in 2022

  • UAE remains  world’s most vaccinated country 

  • Dubai records USD 81bn real estate deals in 2021, up 71%

Key convictions for Q1 2022 - Key Points

  • Global supply/demand imbalances persist

  • Inflation will get a second wind as wages rise

  • Central banks will let inflation rise

  • Major shifts in bond markets

  • More uncertain environment for risky assets

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