Market Insights & Strategy

11 January 2022

The greatest health crisis that the world has faced since 1918 severely disrupted everyone’s lives as well as the global economy in 2020/21. Admittedly this crisis is not over yet and it remains a key risk in 2022, but there are hopeful signs that it is now moving towards becoming an epidemic rather than a pandemic. Looking at the year ahead there are several other more man-made concerns to bear in mind and in this piece we try to highlight some of these.

Glenn Wepener, Senior Strategist, Middle East & Africa

05 January 2022

In this edition we have reviewed the key primary and secondary market developments during FY 2021 and the outlook/risks for FY 2022. The report provides a quick snapshot of market performance, relative value analysis, new issuance trend, overall size and composition of the GCC fixed income market vis-à-vis the Emerging Markets trend.

Rakesh Sahu, Analyst
Chavan Bhogaita, Head of Market Insights & Strategy

20 December 2021

Notwithstanding all the confusion at the time of the Bank’s November MPC meeting, when the market was subliminally told to brace for a rate hike, only for the BoE to then ‘disappoint’ and fail to deliver, we believe that last week’s (token 15bps) rate increase in the Bank Rate to 0.25% will soon prove to have been a policy mistake. Here’s why...

Simon Ballard, Chief Economist

15 December 2021

Our latest Macro Strategy publication in which we set our Global Rates and GCC Macro outlooks for 2022.

Simon Ballard, Chief Economist

12 December 2021

In this publication, we discuss the key drivers for the oil market in the year ahead.

Glenn Wepener, Senior Strategist, Middle East & Africa

24 November 2021

Our periodic analysis of how FAB stacks up against its peer banks around the world. This document is factual and very easy to digest – being largely chart based.

Rakesh Sahu, Analyst
Chavan Bhogaita, Head of Market Insights & Strategy