Barclays report: Equities to continue outperforming bonds in 2018

Francesco Grosoli
Updated 13 January 2018
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Barclays report: Equities to continue outperforming bonds in 2018

Barclays has released a major report which examines major asset classes globally.
The Q1 2018 compass report outlines how investors are being best served by leading portfolios toward developed and emerging market equities, in addition to high-yield and emerging markets bonds, while taking into consideration the importance of maintaining a well diversified long-term core investment portfolio.
The report, prepared by Barclays Private Bank, shares the latest views on the long-term strategic asset allocation (SAA) and highlights short-term tactical adjustments recognizing investment opportunities emerging from shorter-term cyclical views from across asset classes and markets across the world.
Commenting on the report, Francesco Grosoli, Barclays’ head of Private Bank for Europe, the Middle East and Africa (EMEA), said: “The first compass report for 2018 outlines the main themes dominating investment portfolios as we look to the year ahead, where we expect stocks and equities to continue outperforming bonds in the economic cycle. Currently, no key indicators signal a major change to this outlook.”
He added: “Equity markets continue to show robust growth potential in the US, Europe (ex-UK), and emerging markets, particularly the Asian markets. The report also emphasized that investments are best served in diversified long-term core portfolios with a strategic mix of assets, using professional investors providing active management on top of this allocation to achieve strong long-term returns.”
The latest edition of the Compass Research Report kept an overweight position in developed markets equities.
Leading indicators related to this asset class currently indicate brighter times ahead.
These firming prospects for global growth and inflation are what matter for trends in corporate earnings and therefore prospective equity market returns.
Emerging markets equities are also maintained as an overweight allocation in the moderate risk portfolio as the business cycle continues to firm up, as evidenced by business confidence surveys and trade data. Asian markets remain as the preferred region, with Korea, Taiwan and China (offshore) showing the highest conviction country bets on a strategic basis.
High-yield and emerging markets bonds has also maintained an overweight benchmark.
Allocation to cash and short-maturity Bonds, developed government bonds, alternative trading strategies and investment grade bonds remained underweight in the latest compass report.
The report also kept a neutral view to investments into vommodities and real estate.


Al-Futtaim ACE hosts Eid celebration

Updated 18 June 2018
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Al-Futtaim ACE hosts Eid celebration

Al-Futtaim ACE in Dubai celebrated Eid with 25-75 percent off its 25,000 product lines available both in-store and online. Customers enjoyed exciting deals on a range of home, DIY, outdoor and garden products as well as on electronic goods.
A number of in-store activities, such as a henna artist, balloons, cotton candy, pop corn and face painting for kids, kept everyone entertained. The Al-Futtaim ACE Eid Extravaganza ran from June 14-17.
Customers also took advantage of the recently launched “Price Match Protection,” which matches prices of branded products available at Al-Futtaim ACE to prices for the exact same make, model and specifications of products in the market, including at online retailers.
Al-Futtaim ACE stores offer over 33,000 great products of world-class brands such as WILKO, Karcher, Black & Decker, Makita, Clark + Kensington, Weber, Gardena and Leisuregrow.