05 April 2024
Welcome to our April edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank.
In our regular chapters below, we have a special focus on India in light of the country’s thriving economy and its impact on global growth.
India’s equity markets have had a strong run this year, that might limit the market’s short-term performance. However, a relatively young population and blossoming middle class should buoy its long-term prospects.
Turning to fixed income, emerging market bonds have outperformed US peers since late 2022. Despite the prospect of leading central banks cutting rates, this trend seems to have legs, particularly in markets you might typically overlook.
As always, we hope you enjoy the articles, and we thank you for entrusting us with your investments.
Jean-Damien Marie,
Head of Investments, Private Bank
Can the global economy sustain its positive start to the year, as policymakers attempt to start cutting rates without reigniting inflation?
Find out more about US pump prices, interest rate cuts and equity markets, low volatility levels and when Indian GDP might leapfrog German output.
Can Indian equities continue to march higher and how might investors position equity portfolios for structural growth in the country?
Will potential US rate cuts provide further support for emerging market bonds?
As US unemployment stays surprisingly low, do changes in the labour market point to a ‘no landing’ for the economy?
As more investors turn to private markets, especially for AI and information technology, where are the main differences with their public peers?
We explore trends in private credit, and potential opportunities and considerations for investors in the current market environment.
As many equity markets hit fresh highs, is it still a good time to invest?
What’s the outlook for asset classes in the near term?
Indian equities have started the year well. With general elections due in a few weeks, what might this mean for the economy and domestic financial markets?
