The Investor's Corner

Follow our experts' latest views on the market to anticipate trends before your peers

Quiet So Far

Weekly Fixed Income Comment – 18 September 2017

Since the last Weekly towards the end of August it has continued to be a positive environment for bonds and sukuk in global credit markets, including the MENA markets. Many of the stories and themes have continued to be relevant, e.g. North Korea, US politics, the US dollar, good but not great global growth and moderate inflation (...)

Ian Clarke, Head of Fixed Income Fund Management

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The path of least resistance in equities is upwards

Weekly Investment View – 17 September 2017

The S&P500 closed at a new all-time high due partly to firmness in insurance stocks, as it became clear that the total cost of tropical storm Irma is likely to be much less than earlier thought.

Oil prices are looking increasingly solid. Brent firmed as commentators talked optimistically about the improving outlook for demand. We see Brent above $60 early in 2018. If the trend continues, delaying Saudi’s Aramco sale - until 2019 for instance - could benefit the Kingdom.

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Dubai index rose for the sixth consecutive session

Interview – Dubai TV - 13 September 2017

Mohammed Ali Yasin, CEO of NBAD Securities commented on the UAE stock markets’ performance: improving, though on low volumes, in anticipation of Q3 financial results. He believes that more IPOs in UAE markets, such as Emaar’s and other expected ones in Abu Dhabi, would reopen foreign investors’ appetite for the UAE market. Mr. Yasin also gave his take on the country’s real estate market after visiting Dubai’s ‘Cityscape Global’ exhibition.

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Bullish euro/bearish dollar trend to continue?

The Bigger Picture – 05 September 2017

Investors should not get too excited about short-run cyclical improvements in the Eurozone when the degree of required structural change remains substantial. The dollar has already discounted much Trump-related bad news for the time being, hence could easily bounce from current levels, limiting euro upside. We have revised our expected six-month trading range to $1.1200-1.2500 (from $1.0500-1.1700 previously).

Alain Marckus, FAB Director of Investment Strategy - Global Asset Management

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Strengthening UAE & Mena Markets

Weekly Equity Comment – 17 July 2017

A strong performance from Mena equity markets over the past week with our Mena and UAEequity funds and portfolios registering between 2% and 4% return. Mena equity returns were supported by a stable global backdrop and higher oil prices(...)

Saleem Khokhar, Head of Equities Fund Management

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