Market Perspectives April 2021
Welcome to the April 2021 edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank, which is also available to download as a PDF at the bottom of this page.
Hopes of a recovery seem to be growing. But so are fears of higher inflation levels, intermittently hitting equity and bond valuations in the process. In this Market Perspectives, we look at the potential effects of a sustained jump in prices on economies and financial markets.
We also look at: how positive vaccine rollouts, especially in the US and UK, may fuel the global economy to grow by 6.4% this year; why equities are likely to be volatile this year as the spectre of inflation lurks; how long-end bond yields have risen more quickly in recent weeks, as inflation concerns gather pace; we review inflation in commodities, where prices have started the year with a bang; and in sustainable investing, where greenwashing is a growing concern.
Jean-Damien Marie and Andre Portelli
Co-Heads of Investment, Private Bank
Insights for April
Can equities weather a hike in inflation?
Dispelling the great rates and inflation myth
Will a new commodities supercycle fuel inflation?
The brightest binary star in the investment universe
Hedge funds: putting asymmetry to the test
Greenwashing: caveat investor
The price of holding cash
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