02 May 2025
Welcome to May’s 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 how private credit and hedge funds can contribute to portfolio diversification, and how a better understanding of sustainable investing approaches could help investors meet their long-term goals.
As always, we hope you enjoy the articles.
Jean-Damien Marie,
Global Head of Investments,
Private Bank and Wealth Management
Can the global economy weather the tariff storm of ‘Liberation Day’?
As new US tariffs hit markets, discover the outlook for the US dollar, sentiment and S&P 500 earnings per share forecasts.
As financial markets sell-off, high yield bond yields have widened. However, are the bonds really as risky as many believe?
Find out what private credit can offer investors in the current market environment.
Understanding what’s involved in selecting the right hedge fund manager.
Discover how sustainable investing can help you to create a portfolio that meets your financial and environmental goals.
Find out what investors can do to take better investment decisions at times of extreme market volatility.
Can real assets improve portfolio diversification for investors amid considerable market uncertainty?
With financial markets extremely volatile, where might asset classes head next this year?
India’s economy and financial markets could be better placed than many others to weather the impact of new US tariffs.
