A year of low visibility for investors – ArabianBusiness.com
- Date: 13-Jan-2022
- Source: Arabian Business
- Sector:Financial Markets
- Country:Middle East
A year of low visibility for investors – ArabianBusiness.com
We at Emirates NBD Wealth Management are currently finalising our Global Investment Outlook for the year. We communicate in January, which is later than many of our esteemed competitors, for the very simple reason that we always report on our past-year performance, where we’ve been right and wrong (yes, most of our competitors don’t).
This traditional yet important exercise is very different in 2022 than in 2021. Back then, around the theme of “Investing in the Age of Magic Money”, we had a clear pro-cyclical roadbook.
Indeed, we spent the entire year with an underweight in fixed income and an overweight in stocks, with only minor tactical adjustments. It was all about being constant, and it worked.
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