Q2 Investment Strategy & Outlook 2023

01 Apr

Q2 Investment Strategy & Outlook 2023

Global Investment Climate - Key Points

  • Waltzing economic scenarios punctuated by waves of uncertainty

  • Banking crisis and threats to the stability of the financial system

  • New paradigm for the evolution of monetary policies

  • A generally positive first quarter for stocks and bonds

  • Phasing out of the main risk factors by 2022

  • Relatively favourable conditions for financial assets

UAE Investment Climate - Key Points

  • UAE’s economy set for robust growth in 2023 despite oil slowdown

  • UAE PMI at five month high in Q1 2023

  • A rail network set to boost UAE freight transport sector

  • UAE real estate sector sees steady growth in Q1 2023 despite slower pace

  • UAE ranks as most attractive market for investors in MENA region 2023

Key convictions for Q2 2023 - Key Points

  • The global soft landing scenario once again seems the most likely

  • Inflation remains a key factor in risk assessment

  • Monetary policies again less restrictive

  • Favourable outlook for financial assets

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