The Investor's Corner

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

Interview – GCC Markets Going Sideways

Bloomberg – 24 May 2017

Mohammed Ali Yasin, Chief Executive Officer of NBADS,
While many MENA investors are looking to benefit from the recent deals between Saudi Arabia and the United States, it is still early for them to position themselves, until we know the amounts that will flow into the Saudi economy. Capital markets in order to grow need liquidity to be pumped into them rather than out.
Most GCC indices have been witnessing negative movements for the last three months. A positive catalyst could be the next OPEC meeting in Vienna and an agreement extension to Q1 2018.

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Interview – UAE Market Performance for the day

Al Arabiya TV – 17 May 2017

Mohammed Ali Yasin, Chief Executive Officer of NBADS, reviewed today’s weak UAE market performance and discussed what is the possible strategy for investors in the medium term.

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Mena Markets – Reforms & Oil

Weekly Equity Comment – 23 May 2017

Regional markets recovered some lost ground over the past week as investors sought to balance a weaker oil price against regional reforms. As we write, US President Donald Trump’s visit to Saudi Arabia has created some positive sentiment (...)

Saleem Khokhar, Head of Equities Fund Management

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Weekly Fixed Income Comment – 22 May 2017

Trumped. Last week and over the weekend The Donald provided two issues for investors to get up to speed on: the US Constitution and Middle East geopolitics. (...)

Ian Clarke, Head of Fixed Income Fund Management

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Equities Continue to Climb the Wall of Worry

Weekly Investment View – 29 May 2017

Following the Overview, covering a week when equities continued to impressively climb a ‘Wall of Worry’, there is analysis including: the minutes from the recent US Federal Reserve FOMC meeting, and the aftermath of the previous week’s OPEC/NOPEC meeting, followed by an extended Investment Summary, detailing recent conclusions reached by the Asset Allocation Committee relating to ‘risk-on’ positioning, and the US dollar.

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

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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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