newsfilter.io

His Excellency Waleed Al Mokarrab Al Muhairi

Showing 1–2 of 2 transcripts.

  1. Milken Institute40 min

    Navigating the Crosscurrents: Global Macro and Investment Outlook | Middle East & Africa Summit 2025

    Dan Murphy, His Excellency Waleed Al Mokarrab Al Muhairi, Tony Minella, Anne Walsh

    In this session, Tony Minella of Eldridge, Waleed Al-Mahari of Mubadala, and Anne Walsh of Guggenheim project a U.S. macroeconomic steady state with 2% GDP growth while anticipating Fed rate cuts that will place the 10-year Treasury yield in a 3.5% to 5% trading range. The panelists distinguish the current AI investment super-cycle from the dot-com bubble by citing real earnings among tech conglomerates, though they warn of obsolescence risks and the eventual disruption of traditional valuation models. Despite U.S. market dominance, the group emphasizes a strategic pivot toward global diversification in Asia and Brazil to capture emerging growth while managing systemic leverage and geopolitical volatility.

  2. Milken Institute41 min

    Global Investment Outlook: Investing in a Shared Future | Middle East and Africa Summit

    Dan Murphy, His Excellency Waleed Al Mokarrab Al Muhairi, Katie Koch, Tony Minella, Anne Walsh

    A panel of senior investors from Mubadala, TCW, Eldridge, and Guggenheim analyzed the global outlook for 2025, highlighting Abu Dhabi's emergence as the world's leading sovereign wealth hub alongside deep skepticism regarding current equity valuations and credit market risks. While participants identified structural opportunities in private rescue financing, asset-backed finance, and real assets like data centers, they simultaneously warned of crowding in private credit, potential volatility from compressed spreads, and geopolitical headwinds that could disrupt stability. Despite these concerns, major firms maintain a strategic bias toward the U.S. market due to its superior risk-reward profile, anticipating that fiscal pressures and policy shifts under a potential Trump administration will drive specific trading ranges for treasuries and inflation management.