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
