26 Oct Q3 Investment Strategy & Outlook 2021 Posted by Ahmad Saidali In Quaterly Investment Strategy 0 comment Global Investment Climate - Key Points A transitional quarter for financial assetsMonetary policy normalisation beginsThe business cycle is not threatened by the Delta variantThe real drivers of inflation are not transitoryLong-term interest rate cycle trending upReturn of uncertainty for risky assets UAE Investment Climate - Key Points UAE economy on a steady recovery pathExpansionary PMI figures and sustained hiring activityAbu Dhabi Global Market Index leads both regionally and globallyStrong revival of real estate capital values and volumes Key convictions for Q3 2021 - Key Points Logistical problems threaten growth and price stabilityCentral banks realise that the inflation shock is not so transitoryMonetary policy shifts and global liquidity squeezeHow will interest rates likely adjust?What new paradigm for risky assets? Discover an extract from our investment strategy below: Read more If you wish to learn more about our services, do not hesitate to contact us: Info@bearbull.ae