Market Perspectives February 2023

Welcome to our first edition of “Market Perspectives” for 2023, the monthly investment strategy update from Barclays Private Bank, which is also available to download as a PDF at the bottom of this page.

Equity markets, and risk assets in general, have kicked off the year by powering ahead. Growing hopes that inflation has peaked, and that central banks are close to the top in interest rates for this cycle, have lifted the mood – especially in bond markets. Yet, as our articles below testify, we remain prudent given the elevated uncertainty.

Beyond our usual asset class and financial market analysis, you’ll also find our latest sustainability insights – this month, it’s how you can use environmental, social and governance (ESG) factors to improve your investment decision making.

As always, we hope you enjoy the articles, and we thank you for entrusting us with your investments.

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

Insights for February

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