Market Perspectives August 2021
Welcome to the August 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.
Investors remain upbeat despite persisting inflationary pressures. Our investment experts highlight our main investment themes, examining the potential for an EU recovery fund to drive growth, the bloc’s ambitious sustainability plans, the outlook for inflation, where to find value in European equities and bonds, and prospects for oil and gold.
Jean-Damien Marie and Andre Portelli
Co-Heads of Investment, Private Bank
Insights for August
Will Europe’s ambitious recovery fund plan work?
Hunting for value in European equities
New wording, but the same old problems for euro yields
As oil soars, can gold recover its shine?
Can the EU get into shape with its “Fit for 55” green package?
Beware the urge to bias investments too close to home
Multi-asset portfolio allocation
Understanding how much India’s economic recovery is priced into investments
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