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
