01
Jul
Q3 Investment Strategy & Outlook 2018
Global Investment Climate - Key Points
- Economic recovery in Q2, outlook remains favourable for 2018
- Predictable monetary policies with no major risks for financial markets
- Valuation of equity markets once again reasonable
- Positive environment for most asset classes
- Escalating trade war rhetoric constitutes the major threat to the global economy
- Trade tensions constitutes the main source of uncertainty for financial markets
UAE Investment Climate - Key Points
- UAE abandons decades of restriction to foreign ownership rules
- Sweeping new reforms to reduce the country’s reliance on oil
- 100% foreign ownership to foreign investors
- 10 years residency visa for investors and skilled workers
- Future implementation and technicalities
Key convictions for Q3 2018 - Key Points
- Global GDP growth will be robust in 2018
- Monetary policy normalisation will be gradual
- Risks of a trade war are the main threat
- Swiss Frank will continue to weaken
- Investment opportunities in the equities, real estate and commodities markets.
