Perspectives Monthly Publication - February Issue

Perspectives explore investment opportunities within international and MENA markets and across asset classes.

In this first edition, we attempt to answer the question if it is the time to call for a top in the U.S equity market. We also share our view on the rising rates story in Global Fixed Income and highlight which sectors are the most likely to benefit from this new paradigm. 

In the second part of the publication, we take a closer look at the recent outperformance of Kuwait equities and make the case for the Healthcare sector in Saudi Arabia. Last but not least, the final section is about best practice diversification strategies in portfolio management and the case for high conviction portfolios.

We hope you will enjoy this first issue.

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