Market Perspectives March 2022

07 March 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 hint of quicker-than-expected US rate hikes to counter elevated inflation, and a flattening yield curve, are raising concerns of a central bank policy error, or even potential recession, among some investors. In this month’s report, we look at just how likely a recession might be, and what it could mean for equities, bonds, and other asset classes.

Beyond our usual market analysis, our latest sustainability article explores the benefits and practical implications of implementing a net zero portfolio strategy. Furthermore, our behavioural finance piece examines why investors often overreact to unexpected events, and how to stay calm in the face of short-term volatility.

Jean-Damien Marie and Andre Portelli,
Co-Heads of Investment, Private Bank

Insights for March

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