Can the global economy cruise to a soft landing?
In the face of a war in Ukraine and soaring prices, find out if central banks can engineer a soft landing for the global economy as interest rates rise.
09 May 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 focuses 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 May
In the face of a war in Ukraine and soaring prices, find out if central banks can engineer a soft landing for the global economy as interest rates rise.
Find out more about when US inflation might peak, soaring bond yields, the geopolitics of food prices, earnings expectations, and Chinese imports decoupling from commodity prices.
With much uncertainty in financial markets, focusing on companies likely to prosper from long-term, secular themes may be one solution for investors.
Find out why investing in private assets may boost portfolio returns at a time when traditional 60/40 asset allocation strategies have often struggled.
As the US central bank hikes rates to fight inflation, volatility is likely to be elevated in bond markets. At such times, short-dated bonds can appeal.
With surging inflation, tight labour markets, and recession risks growing, learn more about recessions and what they usually mean for financial markets.
With non-fungible tokens the latest digital asset craze, hot on the heels of Bitcoin, find out more about them and their investment credentials.
In light of soaring fuel prices and the risk of disruption to energy supplies from Russia, is Europe’s transition to a low-carbon era in danger?
Discover why central bank monetary policy still aids “quality” developed market equities and gold, while developed market bonds are preferred in debt markets.
Unearth the latest investment views of our team in India as they looks at a surprise local rate move and explore local trends in equities, debt and more.
All the articles published in Market Perspectives are also available to download here as a PDF: