Q2 Investment Strategy & Outlook 2024

01 May

Q2 Investment Strategy & Outlook 2024

Posted by Ahmad Saidali In Quarterly Investment Strategy 0 comment

Global Investment Climate - Key Points

A positive first quarter for most asset classes
Inflation and growth statistics play spoilsport
Inflation gradually falls into line
Between US growth and European recession
A new monetary policy paradigm for 2024
Environment still favorable for financial assets in Q2

UAE Investment Climate - Key Points

Real GDP forecasts have been revised downwards to 3.1% in 2023 and are expected to rebound to 5.7% in 2024
UAE PMI at 56.9 in March, indicating strong improvement in business conditions
UAE inflation expected to rise to 2.5
Dubai’s Real Estate market showed robust growth in 2023 and is expected to maintain the trend in 2024
UAE financial markets experienced mixed performance in the first quarter of 2024

Key convictions for Q2 2024 - Key Points

Inflation is coming back into line, sometimes faster than expected
Convergence of monetary policies from June onwards
Economic resilience and growth recovery in H2
Positive outlook for financial markets

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