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ركن المسؤول الرئيسي للاستثمار
أحدث رؤى الاستثمار المحلية والإقليمية والعالمية من مكتب المسؤول الرئيسي للاستثمار

2019 Global Investment Outlook Mid-Year Update
Rising Uncertainties after a Strong H1

Earlier this year, in our Global Investment Outlook, we expressed concerns on the investment landscape for the next decade, and highlighted the keys to successfully navigate it. We emphasised one in particular: the ability to quickly add or reduce risk, when volatility generates opportunity.

اقرأ الملفّ

2019 Global Investment Outlook
Preparing for the Next Decade

This year's Outlook not only presents our views for 2019, but also for the next decade. Watch the CIO's views on 2019, the next decade and more importantly, the 3 keys to safely navigate it via: a robust portfolio construction, the ability to adjust quickly, and more than ever, selectivity.

اقرأ الملفّ

التوقعات المحلية التوقعات الأسبوعية التوقعات اليومية

المقالات الحديثة

Adding a Defensive Tilt in the Late Cycle

Adding a Defensive Tilt in the Late Cycle

Select companies with sustainable dividend strategies

17.09.2019
Economic Cycles: Charting The Uncharted

Economic Cycles: Charting The Uncharted

Financial Markets are becoming increasingly volatile with deep market gyrations and price swings.

25.08.2019
Top Bond Ideas

Top Bond Ideas

  • US-China trade relationship intensifies
  • Global Inflation readings still benign
  • US Payrolls - strongest in nearly five decades

30.05.2019

المقالات السابقة

India - Economic Growth Agenda Needs to Continue

India - Economic Growth Agenda Needs to Continue

PM Modi to regain power with his ruling Bharatiya Janata Party poised for a comfortable majority

23.05.2019
SUKUK - A Unique Proposition

SUKUK - A Unique Proposition

Sukuk (the plural of Sakk, which means certificate in Arabic) are Islamic finance certificates that comply with Islamic sharia investment principles.

24.03.2019
Higher Yield Not High Yield

Higher Yield Not High Yield

It remains a tale of two cities on what the Fed communicates through their macroassessment versus what the market anticipates and prices-in.

25.04.2019
India Market Outlook, On The Cusp Of Elections

India Market Outlook, On The Cusp Of Elections

As elections are approaching, markets should become more agnostic to the outcome

24.03.2019
CNBC Arabia Emirates NBD CIO Interview

CNBC Arabia Emirates NBD CIO Interview

As elections are approaching, markets should become more agnostic to the outcome

20.02.2019
A Strategy for Fixed Income Diversification

A Strategy for Fixed Income Diversification

Bonds play a critical role in portfolios, even as interest rates rise and fears of inflation and an equity market downturn have intensified.

20.02.2019
Brexit Deal November 2018

Brexit Deal November 2018

Prime Minister Theresa May convinces her Cabinet to agree the final technical terms, but suffers Cabinet resignations and widespread criticism

20.11.2018
The Video Gaming Industry

The Video Gaming Industry

Video Gaming is a multi-billion industry that is growing exponentially.

20.11.2018
GCC Bond Markets

GCC Bond Markets

The Gulf Cooperation Council (GCC) is the political and economic alliance of six Middle Eastern countries.

1.11.2018
India: Strong Growth tempered by INR weakness and high oil prices

India: Strong Growth tempered by INR weakness and high oil prices

Strong economic growth appears sustainable

30.09.2018
The Changing Face of Globalisation

The Changing Face of Globalisation

The first half of 2018 witnessed the return of volatility and hasn’t rewarded investors with great returns so far.

12.07.2018
Big ships often sail on big debts

Big ships often sail on big debts

China's debt level and growth are manageable.

24.06.2018
MSCI Emerging Market Index Inclusion: A Game Changer

Saudi Arabia: MSCI Emerging Market Index Inclusion: A Game Changer

Inclusion in the MSCI EM Index should be well received by investors

21.06.2018
The Month that Was – April 2018

The Month that Was – April 2018

Following a weak Q1 risk assets rebounded in the month of April, supported by robust corporate earnings in the US and in Europe, fading trade war threats and stabilizing business sentiment.

06.05.2018
When Markets Move

When Markets Move

Volatility is back. With vigour and veracity.
Surging Global Debt The Good, the Bad and the Ugly

Surging Global Debt The Good, the Bad and the Ugly

Global debt currently stands at just over USD 233tn “Debt is a form of wealth” – surge in debt should translate into global growth
The Global Sell-Off - An Overdue Consolidation

The Global Sell-Off - An Overdue Consolidation

The S&P500 is 8.1% down peak-to-trough and -0.9% YTD. Yesterday, the Index fell -4.1% and is now trading below its 50-day moving average.

06.02.2018
India Budget FY 2018-2019 Focus on Growth Again

India Budget FY 2018-2019 Focus on Growth Again

Strong economic growth above 8% looks possible Urban and rural infrastructure a key focus

04.02-2018

المقالات الحديثة

A geopolitical start to 2020

A geopolitical start to 2020

The year starts under influence of the tensions in the Middle-East

12.01.2020
A fantastic 2019, a volatile start to 2020

A fantastic 2019, a volatile start to 2020

2019 proved to be a fantastic year for financial returns…

05.01.2020
Markets celebrate receding geopolitical risks

Markets celebrate receding geopolitical risks

Global markets get a double shot of confidence from lower geopolitical risks

15.12.2019

المقالات السابقة

Setting the stage for 2020

Setting the stage for 2020

Last week was volatile, with mixed messages on trade negotiations…

08.12.2019
A quiet week, a binary context

A quiet week, a binary context

The trade relations between US and China are dominating market action…

24.11.2019
Markets hold their breath

Markets hold their breath

Last week was overall positive for markets, with equities remaining close to record highs

17.11.2019
A week for risk takers

A week for risk takers

Last week was clearly pro-risk, with equities up and defensive assets down

10.11.2019
Time for a pause

Time for a pause

The Fed cut rates last week but signalled it might now stay on hold

03.11.2019
A strong start to Q4

A strong start to Q4

Benign economic and geopolitical news supported risk appetite last week

27.10.2019
Climbing the wall of worry

Climbing the wall of worry

Last week was positive for risky assets, as geopolitical tail risks kept on abating

20.10.2019
A welcome geopolitical relief

A welcome geopolitical relief

As we hoped, US and China are moving towards a temporary truce on trade

13.10.2019
It’s not over until it’s over

It’s not over until it’s over

Volatility spiked last week due to weak US data and ever-increasing geopolitical risks

06.10.2019
An anxious quarter

An anxious quarter

After a buoyant first half, the third quarter saw a return of anxiety on multiple fronts

29.09.2019
Impressive resilience

Impressive resilience

Last week was eventful, with negative shocks and significant policy support

22.09.2019
Starting to adjust asset allocation

Starting to adjust asset allocation

Wednesday, we reduced Emerging Market debt to Neutral and added to Emerging Market equities

15.09.2019
Facing the wall of worry

Facing the wall of worry

Markets were slightly positive last week, with risk assets showing some optimism

08.09.2019
Here comes September

Here comes September

Last week was positive for risk assets, with hopes of de-escalation in the US/China trade tensions

01.09.2019
A shift in tone?

A shift in tone

Last week was eventful, volatile, and ended on a negative note as trade tensions escalated (again)

25.08.2019
Summer heat

Summer heat

Last week was the third consecutive with negative performance for risky assets

18.08.2019
More stimulus, more tariffs, more volatility

More stimulus, more tariffs, more volatility

Fed chair Powell fails to live up to market expectations of a long easing cycle

04.08.2019
Waiting for the Fed

Waiting for the Fed

Last week saw many important news: economic data, central bank meetings, and corporate earnings

28.07.2019
Small retracement, key data ahead

Small retracement, key data ahead

Last week saw some moderate profit taking in DM Equities, but also an all-time high on the S&P500

21.07.2019
More questions than certainties

More questions than certainties

2019 is an exceptional year for investors so far, with record performances

14.07.2019
More data, less certainty

More data, less certainty

Last week’s set of monthly US economic data were good enough to question a rate cut in July

07.07.2019
A strong first half of the year, many uncertainties ahead

A strong first half of the year, many uncertainties ahead

H1-2019 provided investors with very positive returns for every single asset-class

30.06.2019
Don't fight the Fed

Don't fight the Fed

The Fed didn't disappoint market expectations for imminent rate cuts

23.06.2019
The Fed dilemma

The Fed dilemma

Geopolitical risks are weighing on business sentiment, questioning growth prospects

16.06.2019
Is bad news, good news?

Is bad news, good news?

Last week's economic data confirmed downside risks to global growth

09.06.2019
Waiting for uncertainty to lift

Waiting for uncertainty to lift

Trade tensions unlikely to subside in the short term

19.05.2019
Take profits in May, but don't 'go away'

Take profits in May, but don't 'go away'

Last week has been all about the re-escalation of the trade conflict between US and China

12.05.2019
Trade war looms again

Trade war looms again

Last night on Twitter, Mr Trump announced an increase on tariffs on imports from China

05.05.2019
Goldilocks again?

Goldilocks again?

Global economy is healthy, driven by the US and China

28.04.2019
A quiet week

A quiet week

Markets didn't significantly move last week, with a drop in volatility

21.04.2019
Glimmers of hope in the global economy

Glimmers of hope in the global economy

Positive economic news over the week, supporting the case for improving global growth

14.04.2019
Easy money, uneasy investors

Easy money, uneasy investors

IMF Managing Director calls bottom of global economy either now or soon

08.04.2019
Business as usual

Business as usual

Brexit uncertainty highest as April 12 deadline looms larger

31.03.2019

Volatile again

The US Fed explicitly guided for no more rate hike in 2019, triggering a rally

25.03.2019
New highs

New highs

All asset classes were higher last week, as economic data pointed to some stabilization

18.03.2019
Growth concerns

Growth concerns

ECB and China were cautious on macro outlook, job creations in the US were soft in February

11.03.2019
Eventful week, flat markets

Eventful week, flat markets

Fed chairman testified, US/North-Korea held summit, US GDP was released…

4.03.2019
Not-too-distant future

Not-too-distant future

Another positive week across asset classes and geographies, lifting indices closer to our year-end fair values

26.02.2019
Politics and Policies

Politics and Policies

Markets have welcomed the probable extension of US-China talks

19.02.2019
A Perfect January

A Perfect January

The 2019 rally was extended last week by a dovish Federal Reserve in particular

04.02.2019
So Far, So Good

So Far, So Good

Another positive week across major asset classes, with a patient Fed and US shutdown ending

28.01.2019
The Good Side of Volatility

The Good Side of Volatility

2019 shows a very good start for risky assets, despite many issues still unresolved

21.01.2019
A better start

A better start

2019 starts well after the capitulation of December 2018

14.01.2019
Happy New Year

Happy New Year

After a brilliant 2017, 2018 was a year of no returns, and of considerable volatility

07.01.2019
Another drop of red ink

Another drop of red ink

Another negative week across the board, with a stronger US Dollar and weaker oil

17.12.2018
Volatility rules

Volatility rules

After fantastic returns in 2017 everywhere, 2018 is a sea of red

10.12.2018
A week of no relief

A week of no relief

Another negative week across the board, with oil prices falling 10%

26.11.2018
Politics and Policies

Politics and Policies

Another negative week for DM risky assets across the board, however better for EM equities

19.11.2018
Elections week

Elections week

US Congress is divided with Democrats winning the House, Republicans retaining the Senate

12.11.2018
October Angst

October Angst

October leaves its mark as a high-volatility month

05.11.2018
Sharp correction in equities

Sharp correction in equities

Equity markets sharply corrected last week, dominated by the fear that earnings might be peaking

29.10.2018
Uninspired markets

Uninspired markets

Most assets were slightly negative last week

22.10.2018
Volatility spikes – patience is paramount

Volatility spikes – patience is paramount

Risky assets sold-off aggressively last week

15.10.2018
Good news is bad news

Good news is bad news

A negative week across equities and bonds

07.10.2018
Entering a Perilous Q4 with Confidence

Entering a Perilous Q4 with Confidence

A slightly negative week, concluding an overall positive quarter

01.10.2018
Happy Times!

Happy Times!

Firm announcements on US China trade tariffs calm investors

24.09.2018
Time to add to Emerging Market Equities

Time to add to Emerging Market Equities

We are increasing our allocation to Emerging Market Equities

17.09.2018
10 years later

10 years later

A decade after the bankruptcy of Lehman Brothers

10.09.2018

تحديثات مكتب الدخل الثابت

15 يناير 2019

Investors’ worry on headline news on prolonging

اقرأ الملفّ اخلاء مسؤولية

 
14 يناير 2019

FED officials say “all is well” with the US Economy

اقرأ الملفّ اخلاء مسؤولية

 
13 يناير 2019

All eyes on US China Phase 1 Trade Deal this Wednesday

اقرأ الملفّ اخلاء مسؤولية

 
20 نوفمبر 2019

While investors are positioned for risk-on resulting in positive return for risky assets, the markets still remain sensitive to trade developments.

اقرأ الملفّ اخلاء مسؤولية الملاحظات الصوتية

 
19 نوفمبر 2019

US markets managed to close higher overnight while the European bourses posted losses.

اقرأ الملفّ اخلاء مسؤولية الملاحظات الصوتية

 
06 نوفمبر 2019

Treasuries bear steepened for the second consecutive session as long duration bonds led the declines, spurred by a better-than-expected reading on the ISM non-manufacturing gauge.

اقرأ الملفّ اخلاء مسؤولية الملاحظات الصوتية

 
05 نوفمبر 2019

A better tone for risk assets with most of the indices posting gains across the board.

اقرأ الملفّ اخلاء مسؤولية الملاحظات الصوتية

 
30 أكتوبر 2019

Risk assets mixed trading this morning across Asia as investor’s focus turn to the FED's FOMC.

اقرأ الملفّ اخلاء مسؤولية الملاحظات الصوتية

 
09 أكتوبر 2019

Short-term US treasury bills posted gains amid J.Powell’s announcement that the central bank will resume purchase of Treasuries in order to calm funding markets.

اقرأ الملفّ اخلاء مسؤولية الملاحظات الصوتية

 
07 أكتوبر 2019

Treasury futures opened higher after Chinese officials were said to be reluctant to commit to a broad trade deal demanded by Washington.

اقرأ الملفّ اخلاء مسؤولية الملاحظات الصوتية

 
02 أكتوبر 2019

Asian risk assets posting losses across the board on poor economic data releases, particularly on the global manufacturing front.

اقرأ الملفّ اخلاء مسؤولية الملاحظات الصوتية

 
01 أكتوبر 2019

Asian risk assets on a stronger footing this morning across the major indices.

اقرأ الملفّ اخلاء مسؤولية الملاحظات الصوتية

 

أغسطس 2019

 

يوليو 2019

 

مايو 2019

 

أبريل 2019

 

مارس 2019

 

فبراير 2019

 

يناير 2019

 

ديسمبر 2018

 
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