Market Perspectives May 2023

Welcome to our May edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank. 

In our regular chapters below, we look into the longer-term impact on financial markets of the recent demise of Silicon Valley Bank in the US and Credit Suisse in Switzerland. In equities, investors appear to be doubling-down on higher-quality businesses as they become more selective due to tougher financial conditions.  

Turning to bonds, the initial spike in yields seen in March has eased, but the bank runs are far from forgotten – with tighter lending conditions and beefed-up bank regulations likely on their way.  

Beyond our usual asset class and financial market analysis, we also reflect on what investors could do to reduce biodiversity risk in portfolios.

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 May

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