04 April 2025
Welcome to the April edition of Market Perspectives, the monthly investment strategy update from Barclays Private Bank.
In our regular chapters below, we look at how a tougher and more transactional US trade policy might affect equity and bond markets.
Uncertainty remains elevated and visibility is limited. That said, the recent sell-off may be another opportunity to 'buy the dip', at least as long as recession fears in the US prove to be misplaced, which we expect. Meanwhile, the surprise surge in credit spreads of late may be more of a blip, than a harbinger of a downturn.
In addition, we look at the potential impact of a trade war on economies and how America’s main trading blocs might retaliate, and the opportunities on offer by being aligned to ESG factors.
As always, we hope you enjoy the articles.
Jean-Damien Marie,
Global Head of Investments, Private Bank & Wealth Management
As the rules of trade are being re-written, what will be the impact on the global economy?
Discover the latest on the US economy, housing demand, market corrections, consumer sentiment and the UK public finances matter.
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Should investors buy the dip in US equities following the recent pull-back?
After a long period of calm, credit spreads have shot up of late. Should this worry bond investors, or is it just a blip?
With intensified trade wars in the offing, investors might want to consider focusing on ESG factors when selecting companies.
Discover what investors should avoid doing during turbulent markets, and find out how to stay on track.
In the wake of a market sell-off, where might asset classes head next in the short term?
As global markets react to more US tariffs, what does it mean for Indian investors?
