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Latest Insights

Video: Asset Allocation: The Basics

GIO Videos – 30 March 2017

There are many advantages to investing in a balanced portfolio. An effective asset allocation process can significantly increase the total return, while reducing the volatility of those returns.

GERARDO AMO, Head of Discretionary Portfolio Management

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Pausing for Breath

Weekly Equity Comment – 28 March 2017

Despite concerns about the US government’s ability to execute stated pro-growth policies, our fundamentally positive stance on US equities remains intact, with US equity markets expected to gain further ground. Mena markets have lagged global and emerging markets but remain attractively valued with oil price close to the lower end of the recent trading range.

Saleem Khokhar, NBAD's Head of Fund Management

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Learning Political Lessons from US Healthcare

Weekly Investment View – 26 March 2017

Following the market overview (covering the run-up to and aftermath of last week’s failed US healthcare vote), we look at the G20 trade talks, recent US healthcare developments, the Asset Allocation Committee increase in the MENA equities overweight, followed by the Investment Summary, containing more detail on policy, and why last week’s US healthcare result changes little.

Claude-Henri Chavanon, NBAD’s Head of Global Asset Management

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Saudi Arabia’s Pivot to Asia

Hot Topics – 23 March 2017

Asia was the prime destination for Saudi Arabia’s oil sales last year taking just under 70% of the country’s total crude exports. As the Kingdom adjusts its domestic and foreign strategic goals, a number of factors including King Salman’s three-week long tour of Asia and Saudi Aramco’s recent energy related acquisitions, suggest an increased focus on that region.

Glenn Wepener, Executive Director & Geopolitical Analyst Middle East & Africa

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Bright Outlook for the US Dollar

The Bigger Picture – 23 March 2017

There are reasons to continue to be bullish about the US dollar - despite current softness - and to see it as a good buying opportunity. Interest rate differentials should help the dollar, and the Trump Administration’s policies are expected to be rolled-out during the course of this year, looking beyond current perceived delays. A materially better, and pro-business environment should result.

Alain Marckus, NBAD’s Director of Investment Strategy

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Daily Market News

Latest Global Market Reports

Middle East & African Currency Guide 2017

Emerging Markets and G10 Currencies – 20 March 2017

A detailed guide to the Middle East and African currency markets covered by NBAD.

Glenn Wepener, Executive Director & Geopolitical Analyst Middle East & Africa

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Kuwait Minus Thirty

Hot Topics – 13 March 2017

The State of Kuwait has released initial details for its much anticipated jumbo bond issue. In this report our Market Insights team discusses the transaction and also provides some relative value analysis versus other GCC sovereigns.

Chavan Bhogaita, Managing Director and Global Head of Market Insights & Strategy

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Kenya – East African Power House Faces a Difficult 2017

Hot Topics – 03 March 2017

Despite an ongoing challenge by Ethiopia and Tanzania, Kenya has thus far managed to cling onto its spot as East Africa’s largest economy displaying a robust performance over the past few years, with 2016 proving to be no different as the country’s GDP expanded by 5.90%. However the year ahead could be a much more difficult one especially on the financial and political side.

Glenn Wepener, Executive Director & Geopolitical Analyst Middle East & Africa

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Other Regional and Sector Insights

Interview – UAE Market Performance for the day

Dubai TV – 21 March 2017 – ARABIC

Mohammed Ali Yasin, Head of NBAD Securities reviewed the weak market performance of the day and momentary changes in the next few weeks.

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NBAD’s Global Investment Outlook 2017

19 January 2017

This year’s Global Investment Outlook, the third in the GIO series, is optimistic about the outlook for the prices of risk assets this year. The report draws upon the expertise of a range of investment professionals from across NBAD, and reaches conclusions about how portfolios should be positioned.

Download the Global Investment Outlook 2017