Synopsis
Hear the latest on markets and investment opportunities in the GCC and MENA region, while learning major investment concepts, from National Bank of Abu Dhabi (NBAD)s leading experts. NBAD Insights is a programme broadcast every month from Abu Dhabi.
Episodes
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NBAD Insights 04: MENA Stocks, Signs of an improving economy / Back to Basics on 'Asset Allocation'
20/04/2017 Duration: 29minIn this episode, Mohammed Ali Yasin, the Head of NBAD Securities gives his forecast on the region's stock markets, and comments on expected IPOs – including Saudi Arabia's Aramco's valuation challenges – and the current trends, as well as the big names to watch for the next months (Aramex, Arabtec, Drake and Skull, among others). According to the head of NBADS, investors' sentiment is improving and will continue to do so later this year. Banks have weighed on the region's indexes and Mohammed considers the positive Q1 results of several large banks in the region as a sign of an improving economy, as liquidity increases. The FED's rising interest rates will also have a positive impact on the local banking sector. Good prospects for both the banking sector and real estate are expected for 2017. In the 'Back to Basics' segment, Gerardo Amo, NBAD's Head of Discretionary Portfolio Management explains why it is important to keep a balanced portfolio and how you can do this through 'Asset Allocation' – please
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NBAD Insights 03: Global Investment Outlook 2017
19/01/2017 Duration: 31minTo begin 2017, this episode looks into the year ahead from an investor's perspective, with the help of NBAD's Global Investment Outlook 2017 authors. The idea is to provide our listeners with expert insights and guidance as to the risks and opportunities investors will need to consider in order to successfully navigate the evolving macroeconomic landscape. After a short presentation by Claude-Henri Chavanon, NBAD's Head of Global Asset Management, Alain Marckus NBAD's Director of Investment Strategy gives his forecast for 2017 across asset classes. Three thematic interviews follow, including: Oil (Glenn Wepener, NBAD's Executive Director of Market Insights and Strategy), Real Estate (Andrew Styles, NBAD's Director of Real Estate and Family Conglomerates), Rates and Currencies (Craig Tredgett, NBAD's Head of G10 FX & Rates - Global Markets) This episode was recorded on 15 January 2017 in Abu Dhabi and hosted by Michael Miller, NBAD's Head of Investor, Media and Public Relations, and Nathalie Gillet, Edit
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NBAD Insights 02: Stock markets the Middle East - Positive sentiment after OPEC deal
08/12/2016 Duration: 27minIn this episode Mohammed Ali Yasin, Head of NBAD Securities explains why stockmarkets in the region are benefitting from a positive sentiment as a result of fresh liquidity, the recent historic OPEC deal and the aftermath of the US election. In the Back to Basics segment of the podcast, Alain Marckus explains everything about equities based in the context of the Middle East. This episode is hosted by Michael Miller and Nathalie Gillet
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NBAD Insights 01: From UAE, GCC & MENA markets to a 'Back to Basics' segment on Bonds
06/11/2016 Duration: 22minIn this episode, Mohammed Ali Yasin, Head of NBAD Securities, discusses equity markets in the region following 3Q results and shares his expectations for the remainder of 2016. In a segment called "Back to Basics", Alain Marckus, of NBAD's Global Asset Management, explains the concept of bonds and the principles of investing in bonds. This episode is hosted by Michael Miller, Head of NBAD's Investor, Media and Public Relations and Nathalie Gillet, the Editor of NBAD's Marketing and Communications team. This podcast was recorded on the 3rd of November 2016. All the price references and market forecast correspond to the date of recording. This podcast should not be copied, distributed, published or reproduced in whole or in part. The information contained in this podcast is not to be considered as an offer or recommendation to buy or sell any financial instrument or banking services. The views expressed in this podcast have been presented without regard to the individual financial circumstanc