09 June 2025
Welcome to our 'Mid-Year Outlook 2025', the investment strategy update from Barclays Private Bank, which is also available to download as a PDF at the bottom of the page.
After a tumultuous start of the year, it’s important to reflect on the shock of the US trade tariffs and how they might percolate through the global economy and affect the outlook for financial markets. Our refreshed capital market assumptions outline what the next 10 years might bring.
Amid the heightened volatility, diversification and selectivity remain paramount. As such, investors should broaden their horizon, across geographies, sectors and asset classes.
In addition, we look at the prospects for King Dollar in a Trumpian world, our latest capital market assumptions, the secrets of investing in highly-volatile markets and the importance of behavioural resilience, and how investing sustainably can help you meet your goals.
As always, we hope you enjoy the articles, and thank you for entrusting us with your investments.
Jean-Damien Marie,
Global Head of Investments, Private Bank and Wealth Management
A Trump presidency is not boring. With more surprises likely for financial markets in 2025 investors should avoid taking extreme positions.
After being hit by an aggressive shift in US trade policy, the global economy looks set to slow this year, without falling into recession.
In the wake of a trade policy overhaul, US exceptionalism has been tarnished. So, where can equity investors turn next to weather the rest of 2025?
After a tough start to the year and much uncertainty over US trade policy, what might lie ahead for bond investors over the rest of 2025?
As the US reshapes the world order, a currency war can’t be ruled out. So, how secure is the dollar as the world’s reserve currency, and what might replace it?
In a tough year for investors, find out how much this year’s policy upheavals have affected our 10-year return forecasts.
Amid all the Trumpian noise, find out how much AI is set to reshape economies and financial markets, and just how soon it will deliver on its promise.
Find out how much the approaches to sustainable investing have on potential portfolio returns and ensuring the path followed meets your long-term goals.
In a highly uncertain investing climate, find out what history teaches us about making such episodes less stressful.
With the barrage of nasty surprises for markets this year unlikely to be over, what can investors do to remain upbeat and avoid making costly mistakes?
After a wild ride for investors in the first half of 2025, where might financial markets head next?
Despite the hit to Asian economies promised by recent US tariffs, India and its financial markets seem better placed than most to weather the storm.
All the articles published in the Mid-Year Outlook 2025 are also available to download here as a PDF:
