CIO Corner | Emirates NBD

CIO Mid Year Updates

The Winds of Change, our theme for 2025, didn’t disappoint in the first half

Maurice Gravier, Group Chief Investment Officer at Emirates NBD, shares our outlook for H2, where we expect volatility and surprises. Still, our slightly defensive positioning, with maximum diversification, should behave well against a backdrop of moderate slowdown and monetary easing. We favor gold and safe bonds but also stocks from emerging markets.

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Global Investment Outlook 2025

WINDS OF CHANGE

In 2024, “The Year of Answers”, visibility improved on the state of the world, supporting positive returns for most asset classes. We believe that in 2025, the focus will turn from the present to the future, with "Winds of Change" from new leaders, policies and technologies. National and regional agendas should prevail over global topics, creating divergence, volatility, but also opportunities.

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