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Abu Dhabi Royal Group shorts U.S. stocks on global recession fears

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An investment firm controlled by a top Abu Dhabi royal has built up short positions worth billions of dollars in U.S. stocks, betting that heightened recession fears will weigh on markets, people familiar with the matter said. Royal Group has turned more negative on stocks Early this year, the company shifted more of its portfolio into short-term U.S. Treasuries, said the people, who asked not to be identified because the matter is private. The firm, chaired by Sheikh Tanub bin Zayed Al Nahyan, the United Arab Emirates national security adviser, is also ramping up investments in commodities and cryptocurrencies, they said. The group’s sprawling network helps manage one of the world’s largest family fortunes, Bloomberg reported in October. The firm’s subsidiaries plan to put as much as $10 billion into U.S. and European stocks and others that have been hit hard by fears of a global economic slowdown. asset. People say it’s out there on the list of stocks to buy. The group will seek to increase its exposure to the U.S. once valuations improve and the Fed signals it is ready to cut rates, they said. It is unclear which stocks or sectors Royal Group is shorting. Company officials did not respond to a request for comment. Royal Group’s holdings include stakes in unlisted companies, making it difficult to gauge the size of its assets. The Sovereign Wealth Fund Institute, which tracks entities around the world, values ​​its assets at about $170 billion, including a stake in the UAE’s largest listed company, International Holding Co. Royal Group did not disclose the total value of its holdings or the amount allocated to the stock market. Sheikh Tahnoon’s firm has until recently prioritized investing in developing countries. With money drying up in many markets around the world, Royal Group is emerging as an influential player in global finance and has become a key tool in the oil-rich Gulf state’s diversification strategy. The group hopes to capitalize on volatile market sentiment following the collapse of four U.S. banks and growing expectations of a global economic slowdown. Stocks have traded sideways since early April as better-than-expected corporate earnings offset concerns about a possible recession and the health of regional banks. Still, the S&P 500 is up about 7% this year. Bloomberg Economics expects the U.S. to slip into recession in July — two months earlier than previously expected — as a potential credit crunch and higher oil prices could further dent growth and push up inflation. Abu Dhabi has been consolidating more assets into under the company. Earlier this year, Sheikh Tahnoon became chairman of the $790 billion Abu Dhabi Investment Authority.

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