Our investment team provides regular commentary on macro trends, geopolitical shifts, sector dynamics and portfolio positioning across Bloomberg, CNBC and regional financial media.
Senior Portfolio Manager Rashmi Garg — Regular contributor on market themes, monetary policy, equity positioning and global capital flows. Recent discussions include Fed policy, tech earnings, AI infrastructure buildout, rare earths supercycle, China trade dynamics and regional equity markets.
Senior Portfolio Manager Rashmi Garg — Commentary on U.S. equities, Fed rate cuts, earnings breadth, sector rotation, valuation metrics, and implications for global market positioning. Discusses investment opportunities and risk factors shaping portfolio decisions.
CIO Nabil Sleiman and Senior PM Rashmi Garg — Perspectives on central bank policy, credit markets, equity valuations, sector selection and global macro backdrop. Analysis of risk factors, monetary policy transmission and investment implications.
ALDHAB VENTURES is pleased to announce the structured offering of Al Dhabi Capital Global Shariah Fund (OEIC) Ltd, a Shariah-compliant exempt fund specializing in Shariah-aligned capital markets. The fund is domiciled in the Abu Dhabi Global Market (ADGM) and designed for professional investors seeking disciplined access to regional and global markets under rigorous Shariah governance.
Key features: Structured under ADGM's internationally recognized regulatory framework, dedicated Shariah governance model with oversight from the Amanie Shariah Supervisory Board, diversified portfolio of Shariah-compliant equities and sukuk, long-term focus on capital appreciation and value creation.
U.S. Equities & Tech: Constructive outlook driven by AI demand, strong earnings growth, and innovation tailwinds. Preference for semiconductor suppliers, optical networking, and data center infrastructure plays over pure AI capex spenders.
Geopolitics & Inflation: Monitoring U.S.-China relations, trade policy and energy market implications. Fed policy independence and inflation trajectory remain key drivers.
MENA Equity Strategy: 361.04% cumulative return since inception vs. 119.33% for S&P Pan Arab Index.
Global Long/Short Strategy: 137.68% cumulative return since inception vs. 102.12% for MSCI World Index.
*Past performance does not guarantee future results.