20
Apr
Q2 Investment Strategy & Outlook 2021
Global Investment Climate - Key Points
Bond markets are finally taking into account the improved growth prospects
The rise in long-term interest rates is intensifying in the US but is partially sparing the euro zone
Business cycles are gradually converging
Global growth will be strong in 2021 and 2022
Financial assets could suffer from the adjustment in interest rate and inflation expectations
UAE Investment Climate - Key Points
The UAE has administered more than 8.6 million Covid-19 Vaccines
Dubai and Abu Dhabi real estate markets — the contrarian call
Launch of Dubai 2040 Urban Master Plan
UAE economic recovery picks up pace in March, with PMI at 20-month High
The UAE has managed to provide
Key convictions for Q2 2021 - Key Points
Vaccination campaigns resume after a transitional Q1
Convergence of business cycles will have as yet unsuspected repercussions
A new super growth cycle for commodities?
Inflation is expected to return
Long-term interest rates will gradually rise across the board
