White papers and surveys covering issues relating to Middle East Investors. Private wealth in the Middle East region is unusually concentrated and some of the most frequently viewed research on Middle East issues covers family offices and private wealth management. Reports on trends in the sovereign wealth fund landscape have been popular, with SWFs such as ADIA... and SAMA featuring prominently. Retirement attitudes and approaches to savings and retirement in the MENA region are also given coverage. Amongst the most popular articles in this section are those examining future trends in the Gulf, the investment outlook for Middle East markets and white papers on geopolitical issues in the MENA region.
State Street commissioned Oxford Economics to conduct a survey of 306 investment professionals in the Middle East and North Africa (MENA) region during August and September of 2018. Respondents represented sovereign funds, central banks, asset managers and pension funds. The survey captured views on MENA capital markets…
Investment markets experienced a volatile fourth quarter as ongoing trade tensions and global growth concerns sent global equities substantially lower. Developed-market equities were particularly weak, declining significantly more than their emerging-market (EM) counterparts.
The drive for energy efficiency and the long-term response to climate change, in addition to technology innovation and the shale revolution in the United States, are all pointing to sustained pressure on economies that rely heavily on revenue from oil and gas. This 95-page report focuses on what these changes could mean…
The influence of sovereign wealth funds is undeniable; with assets reaching $7.45tn, they have reached a size comparable to that of the entire alternative assets industry, which Preqin today estimates at approximately $8.73tn. This report contains key highlights from our main 338-page publication, The 2018 Preqin Sovereign…
This presentation has been put together by Bassam Fattouh and Anupama Sen of the Oxford Institute for Energy Studies. It delves into peak oil demand, the energy transition, the oil sector within the transition and future implications for oil policy.
This issue leads with a review of the EMEA region in the first half of the second quarter, revealing a 148% increase in aggregate capital deployed in the region compared to the same period last year. This was due to a dramatic increase in average deal size of 168% over 2018.
Next we travel to the Iberian Peninsula.…
Operating a business in the Middle East requires executives to navigate an exceptionally challenging geopolitical and macroeconomic environment while dealing with unique labour and technological considerations on the ground. This often requires managing expectations against reality. The aim of this report is to dispel…
REITs are currently underpenetrated in the Middle East, however we expect them to grow gradually as the real estate market in the region matures in terms of quality of assets, financing, governance and regulations. We anticipate that there will be shift in business model with REITs in the region shifting from being ‘…
This report, Preqin's first dedicated to alternatives in Israel, provides a valuable snapshot of the growing landscape of active LPs in Israel along with their known private capital investments. We set the Israeli data against a global backdrop, using net performance data for over 9,400 funds and public pension surveys…
GCC economies remain predominantly oil based despite noticeable efforts to boost non-oil sector growth. GCC economies are more exposed to global monetary tightening policy and higher interest rates as generally their currencies are pegged to the US dollar. GCC corporates have a higher proportion of government ownership than…
This note is intended for clients who are largely unfamiliar with Islamic (Shari’ah compliant) finance products and interested to understand: the basic principles underpinning Islamic finance structures; how those structures differ from the conventional (non-Shari’ah-compliant) financing structures that they may already be…
Moody’s Analytics Scott Hoyt and Deniz Tudor, as they discuss the current and anticipated trends in household credit conditions based on data from Equifax. Despite important differences in economic structure and performance of the Middle East countries, the region is gradually recovering after some challenging years. To shed…
Locals are proud to state how resilient Lebanon's financial system is. But Eaton Vance strategists believe it is a dangerous game to constantly test this. Bond spreads are sounding the alarm that the status quo is unsustainable. In their view, Lebanon is one shock away from serious trouble.
While fears of trade wars will continue to influence sentiment and shape price outcomes, it is the recent shifts in OPEC, and particularly its dominant player Saudi Arabia’s, output policy which has had the biggest impact on physical balances, prices and the term structure to date. During the OPEC meeting, Saudi Arabia sent…
On June 20, MSCI announced it would add Saudi Arabia (alongside Argentina) to its Emerging Markets Index in June 2019. MSCI currently classifies Saudi Arabia as a stand-alone country, outside both its Emerging Markets and Frontier Markets indexes. Somewhat uniquely, the kingdom will move into the MSCI Emerging Markets Index…
Bahrain may be turning the corner in its long struggle to adjust to lower oil prices. Bahrain is implementing a large, front-loaded fiscal adjustment program, including a new 5% value-added tax (VAT) backed by a new finance minister.
