Which trends should UAE investors be on lookout for?

Just like Savanarola’s ‘Bonfire of the Vanities’, there was a bonfire the befell the US capital markets as it became increasingly apparent that expectations for interest rate cuts were wildly optimistic.

Along with this came the realization that valuations would have to adjust, somewhat painfully, in both the equity and fixed income markets as the demons of inflation continue to run amok in an economy that remains overstimulated and overvalued.