A year of distractions, distortions and decisions
What’s set to drive the global economy and financial markets for the rest of 2024?
10 June 2024
Welcome to our “Mid-Year Outlook”, the investment strategy update from Barclays Private Bank, which is also available to download as a PDF at the bottom of this page.
In the chapters below, we look at the different paths being followed by leading central banks on the timing for rate cuts in the US, Europe and UK, and assess the implications for bonds and equities.
With around half the world heading to the polls this year, we also examine just how much of an effect election results could have on prospects for financial markets.
And beyond our usual wide-ranging asset class and financial market analysis, we highlight what investors might do to better position their portfolios for climate-change risk.
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 and Wealth Management
What’s set to drive the global economy and financial markets for the rest of 2024?
In the face of wars, elections and delayed rate cuts, can the global economy defy the gloom?
With economic growth expected to slow and rates kept high for longer, what might this mean for the equity market?
The bond market seems to be priced to perfection but yields remain high, and with the right mix of bonds, sustainable returns could be achieved.
Find out if a diversified portfolio really delivers risk-reducing benefits, in a much-changed world.
Discover how to make the most of all the climate-related disclosures now being made by companies in which you might invest.
What can you do to prepare your portfolio from the effects of the transition to a greener world?
With much commentary on many forthcoming elections, find out whether they are really likely to impact your portfolio.
What’s the outlook for asset classes in coming months?
As global growth slows and with geopolitical tensions high, what are the prospects for India’s economy and financial markets?
All the articles published in the Mid-Year Outlook 2024 are also available to download here as a PDF: