26
Oct
Q3 Investment Strategy & Outlook 2021
Global Investment Climate - Key Points
A transitional quarter for financial assets
Monetary policy normalisation begins
The business cycle is not threatened by the Delta variant
The real drivers of inflation are not transitory
Long-term interest rate cycle trending up
Return of uncertainty for risky assets
UAE Investment Climate - Key Points
UAE economy on a steady recovery path
Expansionary PMI figures and sustained hiring activity
Abu Dhabi Global Market Index leads both regionally and globally
Strong revival of real estate capital values and volumes
Key convictions for Q3 2021 - Key Points
Logistical problems threaten growth and price stability
Central banks realise that the inflation shock is not so transitory
Monetary policy shifts and global liquidity squeeze
How will interest rates likely adjust?
What new paradigm for risky assets?
