Q3 Investment Strategy & Outlook 2022

28 Sep

Q3 Investment Strategy & Outlook 2022

Global Investment Climate - Key Points

  • Geopolitics continues to influence the markets

  • Inflationary slippage turned all expectations upside down

  • Recession fears take over at the end of the quarter

  • More restrictive monetary conditions are already having a noticeable impact

  • A particularly volatile end to the quarter for financial assets 

  • After a dramatic first half of the year, can we expect a lull soon?

UAE Investment Climate - Key Points

  • UAE Economy set for strongest expansion in 11 years

  • Inflation forecasts have been revised up to 5.6% for the year

  • The UAE’s PMI rose to 55.4 in July from 54.8 in June

Key convictions for Q3 2022 - Key Points

  • Recession risks are undoubtedly intensifying

  • Inflation persists but will decline in the second half

  • Central banks are forced to tread carefully in raising interest rates

  • The worst may be over in the capital markets

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