Riyadh to Reality: On the Ground in the Gulf
In the latest episode of the Emerging Market Equities podcast, Nick talks with Fraser to discuss his recent trip to the Middle East.
The 15-year quantitative easing experiment is over. We’re entering a new paradigm as the global economy shifts from overheating to contraction.
Income can provide a cushion to counter inflation and reduce drawdowns.
Higher-for-longer rates and inflation, slowing global growth and geopolitical rivalry promise to elevate volatility. This creates opportunities for ESG-savvy investors to source quality firms able to sustain their income payouts.
Economic activity in the major economies is expected to slow, even though some economies will be more resilient than others. When growth loses momentum, less risky assets that offer investors predictable cash payments, such as bonds, can often do better.
(1) Source: Aberdeen Investments, 30 June 2023