UAE – Mubasher: Senior voices from Affirma Capital, Bank of America, J.P. Morgan, and MSCI took part in a panel discussion at the Capital Markets Summit 2025 to dissect the broader implications on capital flows, supply chains, and regional positioning.
Moderated by Simon Hailes of Edelman Smithfield Middle East, the panel underscored that tariffs are only one part of a much larger macro puzzle, as tariff tensions return to the global stage.
The speakers said that interest rate divergence, currency volatility, and the reshaping of global portfolios are reshuffling the investment landscape.
The mentioned that key takeaways are the following:
- Tariffs may fuel inflation in the US, but could trigger disinflation abroad.
- Private credit and European fixed income are gaining investor traction.
- Derivatives usage is rising as volatility becomes a permanent feature.
- The UAE and broader GCC stand out for strategic neutrality and adaptability.
The panelists further added that as global investors rethink exposure and structure, agility will define the next generation of winners in this shifting economic order.
In another speech during the two-day event in Dubai, Alia Bint Abdulla Al Mazrouei, the UAE Minister of State for Entrepreneurship, stated that the country is not waiting on the future, it is building it.
Al Mazrouei stressed that entrepreneurs are not just fueling growth, they are shaping the future. She further pointed to how the UAE is empowering its innovation economy through capital access, regulatory reform, and global investor engagement.
