Five charts that matter for investors
Find out about small-caps recent underperformance, China’s rate policy, Russian geopolitical risks, the UK’s COVID-19 strategy, and US rate hikes.
08 February 2022
Welcome to the latest edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank, which is also available to download as a PDF at the bottom of this page.
The year has kicked off with financial markets particularly volatile, as galloping prices and the timing of interest rate hikes focus investors’ minds. This month’s articles examine how these themes might evolve, including the implications of elevated inflation for equities and bonds.
We also take a look at how private markets can help you navigate rising inflation expectations. Furthermore, our behavioural finance piece looks at what investors can do to protect their portfolios in the face of stock market turbulence.
Jean-Damien Marie and Andre Portelli
Co-Heads of Investment, Private Bank
Insights for February
Find out about small-caps recent underperformance, China’s rate policy, Russian geopolitical risks, the UK’s COVID-19 strategy, and US rate hikes.
With inflation on the charge, portfolio allocation is key. Equities still appeal. But, staying invested in a diversified portfolio seems the best option.
After a strong recovery, can the global economy grow above trend this year, with surging prices, COVID-19, and rising political tensions?
This year’s sharp rotation in equities may have more to go. But, can equities continue to outperform, as the US central bank lifts rates?
The US central bank is adopting a hawkish stance in its fight against inflation. As the rate-hiking cycle nears, five-year debt seems to offer most value.
As prices surge and the US central bank begins to tighten policy, can long-term inflation expectations remain anchored for much longer?
With prices running hot, mid-market private equities may be part of the solution to building portfolios that can combat an era of elevated inflation.
As temperatures warm and related risks worsen, it may be time to build a climate-ready portfolio that can track the risks and spot opportunities.
More volatility is likely after a bumpy start to the year for markets. In such tough times, the key is to focus on your long-term goals and stay invested.
Central bank policy supports “quality” developed market equities and gold. Developed market bonds stand out in the debt market, unlike high yield issues.
Indian equities have been resilient in recent bouts of volatility. The outlook for the asset class seems bright, as earnings rise and the revival broadens.
All the articles published in Market Perspectives are also available to download here as a PDF: