03 March 2025
Welcome to the March edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank.
In our regular chapters below, we look at how US trade tariffs and higher-than-anticipated interest rates might affect equity and bond markets.
As stock markets keep hitting new highs, investors’ reaction to the latest earnings season has been mixed. Meanwhile, bond investors’ demand for the diversification offered by private credit shows little sign of waning.
In addition, we look at how private equity might fit into an investor’s portfolio and the opportunities offered by businesses tackling climate-adaptation needs.
As always, we hope you enjoy the articles.
Jean-Damien Marie,
Global Head of Investments, Private Bank & Wealth Management
After a strong start to the year for European equities, what might the German election result mean for investments in the bloc?
Get to the bottom of what the DOGE means for US jobs, the gold price, European equities, reciprocal tariffs and interest rates.
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Find out what the fourth-quarter earnings season might mean for equity markets in 2025.
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With fewer rate cuts seemingly on the cards in 2025, and rising trade tensions, what might this mean for credit investors?
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For investors able to accept the risks, discover how allocating to private equity strategies, and vintages, can boost portfolio diversification.
Discover if bonds and equities can still fulfil their traditional role as portfolio diversifiers.
With extreme weather events on the rise, how might investors reduce their exposure to such risks and invest in climate-adaptation solutions?
Just how might investors navigate through all the uncertainty on the cards this year, not least as a new US president flexes his muscles.
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