Welcome to our March 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.
In our regular chapters below, we delve deeper into the factors behind the recent stock market rally and ask whether its race has run, for now at least – especially until more clarity emerges on interest rates, economic growth and inflation prospects.
Turning to bonds, the US rates market does, however, seem confident that inflation will cool from its multi-decade highs – albeit the pace of the comedown remains uncertain and sentiment is strained.
Beyond our usual asset class and financial market analysis, we also reflect on what governments are doing to attract so-called green investments into their economies.
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 March
Find out if a revitalised Chinese economy can power global growth this year, after the removal of COVID-19 restrictions.
As cyclicals overshoot defensives, we ask if this disconnect points to a potential investment opportunity, or whether it is fundamentally justified.
As cyclicals overshoot defensives, we ask if this disconnect points to a potential investment opportunity, or whether it is fundamentally justified.
Where might the next dose of bond market complacency pop up, and what might it mean for bond investors?
Find out more about US supercore inflation, the job market, interest rate expectations, restocking trends and if eurozone equities can keep outperforming.
As the geopolitical competition over green stimulus measures hots up, what does this mean for investors keen to invest in clean-energy businesses?
While many investors are drawn to real estate for its familiarity, find out the potential behavioural pitfalls of investing in the asset class.
India’s economy seems to be in the fast lane. Despite a recent sell-off in domestic equities, earnings are promising, as are business-friendly policies.
Can “quality” stocks and bonds show their mettle this year, despite recent rate hikes, and gold remain a standout pick in commodity markets?
All the articles published in Market Perspectives are also available to download here as a PDF:
