Financial Insights & Market Research | Wealth Management Dubai

Research Hub.

10 Mar 2025
Assessing the Balance of Risks
Research Hub. MARCH 10, 2025 Assessing the Balance of Risks SHARE Facebook Tweet Linkedin This …
17 Feb 2025
Passing the Baton
This week’s edition is drawn from Morgan Stanley. We look into the dominance of megacap tech stocks and their recent market underperformance.
3 Feb 2025
Concentration and Correction
This week’s edition is drawn from Goldman Sachs. We look into the dominance of technology stocks and the impact of AI-related competition, such as DeepSeek’s recent disruption.
27 Jan 2025
Defying Gravity – 2025 Credit Outlook
This week’s edition is drawn from Apollo Global Management, a leading asset management firm that primarily invests in alternative assets. We highlight the key takeaways from their recent report "Credit Outlook 2025".
20 Jan 2025
10 Themes for 2025
This week’s edition is drawn from Goldman Sachs' Strategic Advisory Solutions. We highlight 10 themes for 2025, including a forecast for S&P 500 to end 2025 at 6,500.
6 Jan 2025
Market views from BlackRock Fundamental Equities – Q1 2025
This week’s feature, drawn from BlackRock's Fundamental Equities team, highlights an expected broadening from a few dominant stocks to more sectors which could create new opportunities in a world of strong economic growth.
30 Dec 2024
Global Outlook for 2025
This week’s feature, drawn from Lazard’s Global Outlook 2025, highlights the transformative shifts in global markets and economies as the world navigates away from decades of globalization and geopolitical stability.
16 Dec 2024
Market Outlook for 2025
This week’s insights are inspired by the latest report from J.P. Morgan Private Bank, exploring themes that promise to shape portfolios in the year ahead.
9 Dec 2024
Navigating macro uncertainty with Alternatives
Elevated inflation volatility and geopolitical uncertainties are reshaping asset allocation strategies, with alternatives like private equity, infrastructure, and private credit becoming vital for generating returns and managing risk.
29 Nov 2024
House Views – December 2024
Curious about what lies ahead for the global markets as we are about to enter 2025?
25 Nov 2024
Time to Deliver
As we approach 2025, global markets are navigating a delicate balancing act. Economic uncertainty, shifting political landscapes, and transformative trends like AI adoption and sustainability are reshaping the investment landscape.
18 Nov 2024
Let the Answer Be Revealed
The landscape of global markets continues to evolve. We expect the financial markets to be shaped by dynamic themes such as the implications of the US election, the resilience of India amid a temporary slowdown, and the transformative potential of artificial intelligence across a wide variety of markets.
11 Nov 2024
U.S. Election Recap
The recent U.S. election has resulted in a Republican victory, leading to significant market movements. U.S. large-cap and small-cap stocks, along with bond yields, have risen sharply.
3 Nov 2024
Navigating Economics and Market Limits
The report underscores that, while easing inflation has granted more freedom to central banks, there remain significant constraints, particularly in the US, as policy efforts encounter structural and pricing challenges.
27 Oct 2024
Navigating Post-Election Strategies
With the upcoming US presidential election just weeks away, markets are watching closely as candidates propose significantly different economic policies.
20 Oct 2024
Diversify to Amplify
In this week’s Vantage Point, we review Goldman Sachs’ latest global strategy report. As interest rates begin to decline globally, the report emphasizes the importance of regional diversification to maximize risk-adjusted returns.
13 Oct 2024
Recession probability back to 15%
The Fed surprised markets with a 50bp rate cut, shifting its focus from inflation control to employment concerns. This marks the beginning of a new rate-cutting cycle that Goldman expects to continue through 2025.
7 Oct 2024
The Agony and The Ecstasy
The report, titled "The Agony and the Ecstasy 2024," explores the reality that even well-managed companies, profitable at their peaks, can experience catastrophic declines due to various risks.
29 Sep 2024
House Views – October 2024
Curious about what lies ahead for the global markets as we enter the final quarter of 2024?
22 Sep 2024
Managing Reinvestment Risks
As interest rates have risen to the highest level seen in decades, many investors have found short-term yields attractive.
16 Sep 2024
Can the US economy avoid a recession?
This is a report from Goldman Sachs. We dive into the report to explore the likelihood of the US economy achieving a soft landing amid recession concerns.
8 Sep 2024
Is the Fed behind the curve?
Chair Powell clearly signaled a dovish pivot at Jackson Hole, but has the Fed has waited too long to cut rates amid this more worrying macro backdrop?
3 Sep 2024
Fixed Income Quarterly Q3 2024: Sound fundamentals, stretched valuations
Disinflation is back on track after earlier setbacks this year. Economic and corporate fundamentals remain strong, but valuations appear stretched.
1 Sep 2024
Spotlight on Policy Uncertainty and Global Disinflation: Strategic Insights for the Modern Investor
The August 2024 BNP Paribas Investment Strategy Focus report provides a comprehensive overview of the accelerating disinflation trend across major economies.