Archives
Investment Strategy
-
The Weekly Market View
-
The Quarterly Investment View
-
The Investment Strategy Note
4th February 2019
The Equity Strategist: Taking stock
14th January 2019
The Equity Tactician: Embracing Brazil and South Africa
15th October 2018
16th August 2018
Taking profit on Russia dollar sovereign bonds
4th June 2018
Global growth cooling, political risks not gone
9th July 2017
17th April 2018
9th July 2017
Closing our hedged UK equities call
21st June 2017
Hoping to catch a ride on the MSCI wave
18th June 2017
Catalyst for Saudi equities on the horizon
14th June 2017
Tech sector wobble likely to remain just that
01st June 2017
Equities to consolidate around elevated levels
20th April 2017
Should we really worry about Frexit?
19th April 2017
UK snap elections - what it means for our UK large-cap hedged equity call
17th April 2017
Tactical overweight on Turkey sovereign dollar bonds
12th April 2017
State of play in equity markets - now comes the hard part
4th April 2017
Turning overweight on Indonesia sovereign dollar bonds
26th March 2017
Is the Trump rally running out of steam?
22nd March 2017
Closing our tactical Mexican equity call with a small profit
31st January 2017
Emerging market bonds: better to remain selective
17th January 2017
Taking profits on our US small caps and US banks calls
12th January 2017
22nd November 2016
2 weeks on - Winners & Losers from Trump in equity markets
21st November 2016
US equity sector allocation: Favor cyclicals over defensives
17th November 2016
India remains an island in troubled emerging market waters
17th November 2016
Trump - Making US small caps great again!
16th November 2016
Trumpenomics: winners and losers
14th November 2016
Japan equity upgrade, EM downgrade
17th October 2016
Tactical overweight on Mexican equities
29th September 2016
Banks - Too cheap to ignore or value trap?
25th September 2016
Upgrading UK equities to overweight
19th September 2016
Downgrading Emerging Market equities to neutral
18th September 2016
What would Charles Dow make of today's equity markets?
18th September 2016
US recession risk rising - market is not pricing this in
29th June 2016
Upgrading Emerging Market equities to Overweight
25th June 2016
Brexit confirms our stagnant global growth scenario
25th June 2016
India: optimism remains amid sluggish investment
23rd June 2016
India: optimism remains amid sluggish investment
9th June 2016
Equity themes: Prefer domestic exposure over exporters
26th May 2016
Equity themes: Diversification away from oil
9th May 2016
17th Feb 2016
US: Treasury best hedge in troubled times
24th Nov 2015
India: muddling through a difficult enviorment
15th Nov 2015
Why we are UW Japanese equities
25th Oct 2015
German equities: The right mix for the market to outperform
21st Oct 2015
Chinese equities primed for year-end rally
5th March 2015
Turkey: Euro-zone pick-up and lower oil price good for equities
11th Feb 2015
India: real indicators taking longer but outlook still positive
-
GCC Bond Chart Book

Click here to chat with an ADCB customer service agent.
Write to Us
I want to: