03 Jul Q3 Investment Strategy & Outlook 2023 Posted by Ahmad Saidali In Quaterly Investment Strategy 0 comment Global Investment Climate - Key Points Macroeconomic and political risks diminishPositive surprises on the inflation frontMonetary policies increasingly decorrelated Hesitations in fixed-income markets Return of risk-on in equity marketsRelatively favourable conditions for financial assets UAE Investment Climate - Key Points UAE’s Hydrocarbons GDP Contracts, while Non-Oil Sectors Thrive on Consumer Demand and Tourism Recovery UAE PMI hits four-year high in Q2 2023Inflation in Dubai Shows Signs of Moderation in Q2 2023 Dubai Real Estate Market Soars to New Heights in Q2 2023 Dubai’s economy has rebounded reaching 98% of pre-pandemic levels Key convictions for Q3 2023 - Key Points Recession risks diminish as positive surprises look likely A better scenario for inflation is emerging Significantly more positive outlook for monetary policy and interest ratesStock market climate once again favourable to all asset classes 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