Arqaam Capital

  📢 Expanding Access to GCC Markets Arqaam Capital is proud to announce our integration with Centroid Solutions, enhancing client access to key financial markets across the #UAE and #GCC. This partnership leverages our expertise in Emerging and Frontier markets alongside Centroid’s advanced trading technology to unlock seamless trading opportunities. Together, we’re driving innovation in regional capital markets. #ArqaamCapital #CentroidSolutions #CapitalMarkets #GCC

Best of luck, Mehdi POPOTTE, CFA! We’re looking forward to hearing your insights on #MENA’s fixed income opportunities. Stay tuned for more.

Fady Gendy, CFA our Senior Portfolio Manager from Fixed Income Asset Management, discusses his latest views and positioning in light of US elections, the recent #US Treasury sell-off and the ratcheting up of geopolitical tensions in #MENA. Bloomberg News - Horizons Middle East and Africa with Jennifer Zabasajja

The Saudi government and entities like its Public Investment Fund (PIF) have issued around $50 billion in bonds in 2024, according to data compiled by Bloomberg News, which includes corporate and sovereign sales in US dollars and euros. That flurry of activity has made the oil-rich country one of the biggest issuers of international debt in emerging markets this year. It’s likely to borrow tens of billions of dollars more in 2025, according to Nadim Amatouri, CFA from Arqaam Capital. check out the full article here: https://lnkd.in/dVZgCvfi #MENA #MiddleEast #GCC #MiddleEastFinance #InvestInMENA #SaudiEconomy #EmergingMarkets #Dubai #Saudi #Riyadh #UAE #Oman #Kuwait #Qatar #Doha #Sukuks #Bonds #Egypt #Turkey #FixedIncome #SovereignDebt #DebtMarkets #BondInvesting #YieldCurve #FixedIncomeOpportunities #US #Dollar #InvestmentBanking #CapitalMarkets #PrivateEquity #EquityCapitalMarkets #IBanking #IPO #FinancialServices #GlobalMarkets

Navigating the Fog… By Trying to Ignore the Noise   October insights from our Fixed Income Asset Management Team is now available. Please contact us for more details at amsales@arqaamcapital.com #MENA #MiddleEast #GCC #MiddleEastFinance #InvestInMENA #SaudiEconomy #EmergingMarkets #Dubai #Saudi #Riyadh #UAE #Oman #Kuwait #Qatar #Doha #Sukuks #Bonds #Egypt #Turkey #FixedIncome #SovereignDebt #DebtMarkets #BondInvesting #YieldCurve #FixedIncomeOpportunities #US #Dollar #InvestmentBanking #CapitalMarkets #PrivateEquity #EquityCapitalMarkets #IBanking #IPO #FinancialServices #GlobalMarkets cc Abdul Kadir Hussain, CFA Fady Gendy, CFA Mehdi POPOTTE, CFA Nadim Amatouri, CFA

While the Qatari government is expected to remain on its deleveraging path, Fady Gendy, CFA, Senior Fixed Income Portfolio Manager at Arqaam Capital, highlights that domestic banks continue to be active in debt capital markets as they seek to lock in favourable borrowing costs and diversify funding sources. So far this year, total issuance rose to USD 5.5 billion from just USD 2 billion for the full 2023 and is mostly in the form of senior unsecured US dollar–denominated bonds & sukuk. Importantly, he expects demand from rating-sensitive foreign investors to remain strong thanks to robust standalone fundamentals and a track record of government support in times of stress.    cc Brinda Darasha Zawya   Read the full article here: https://lnkd.in/dUnRM9K6  #MENA #GCC #Bonds #Sukuk #DebtMarkets #Qatar #EmergingMarkets #FixedIncome #SustainableFinance #GreenBonds #CorporateFinance

Sukuk is experiencing significant growth as investors seek more stable, higher-yielding assets. Mehdi POPOTTE, CFA , Senior Fixed Income Portfolio Manager at Arqaam Capital, noted that 60% of the nearly US$1 billion we manage in fixed income is now allocated to #Sukuk. With interest rates at attractive levels and the relative stability of the Sukuk market, clients are shifting from real estate and deposits to Sukuk. This transition has been especially active over the past 24 months, with both institutional investors and hedge funds increasingly participating in this growing asset class. #MENAMarkets #FixedIncome #AssetManagement #BondsAndSukuks #IslamicFinance #SukukInvestments #MENAInvestments #SukukMarket #MENAAssetManagement #EmergingMarkets #BondMarkets #MENAOpportunities #GlobalFixedIncome #InvestmentStrategies #MiddleEastFinance #DebtSecurities #WealthManagement #SukukIssuance #MENAWealth #SaudiArabia #UAE #Qatar #Kuwait #Bahrain #Oman #Egypt #Jordan #Lebanon #Morocco #Algeria #Tunisia #Libya

صرح عبد القادر حسين، رئيس إدارة أصول الدخل الثابت في أرقام كابيتال، أن الأسواق لا تزال تشعر بالقلق من تسارع التضخم في المستقبل القريب، فعلى الرغم من تراجع التضخم، إلا أنه لم يصل بعد إلى مستهدف الفيدرالي الأميركي عند 2%، مشيرا إلى أن سيناريو الهبوط السلس هو الأكثر احتمالا. Full Interview here: https://lnkd.in/dRskzVb9 cc Abdul Kadir Hussain, CFA

Earlier today on CNBC , Jaap Meijer our Head of Research shared key insights into the evolving #oil market. With #Saudi Arabia planning to unwind production cuts by December, the global market could see a period of lower prices. OPEC+ is set to increase production by 2.2 million barrels per day by Q4 2025, while Saudi faces the potential of fiscal austerity if prices dip below $90/bbl. However, higher production offsets the impact—every $10 drop in oil prices can be revenue neutral with a 1 mb/d production increase. This signals significant shifts for both Gulf economies and global oil markets. Check out the full interview here: https://lnkd.in/d8bPKVWU #oil #MENA #GCC #bonds #sukuks #investors #riyadh #jeddah #stockmarket #opec #trading #us #dollar #UAE #Egypt #Libya #Oman #Bahrain #Qatar #Jordan #Bahrain

We have already traded around US$10-15 million worth of notional trades in #Shariah derivatives so far, and we expect to trade 10 times that value in the next year - Vineet Gupta Check out the full article below cc Rachid Mamdouh Vineet Gupta #derivatives #trading #investmentbanking #MENA #GCC #Saudi #Riyadh #Jeddah #Qatar #Doha #Bahrain #UAE #AbuDhabi #Kuwait #Oman #Egypt #Cairo #Libya #Sukuks #Bonds