Global outlook
Market Perspectives July 2021
02 July 2021
Welcome to the July 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.
Investor sentiment remains upbeat as signs of inflationary pressures grow. Our investment experts highlight our main investment themes, examining prospects for the global economy. If corporate earnings can keep impressing, what next for US rates, the attractions of diversifying and potential storms facing sustainable funds?
Jean-Damien Marie and Andre Portelli
Co-Heads of Investment, Private Bank
Insights for July
US outlook
US shines as a beacon of economic recovery
China outlook
Is China’s roaring revival on its last legs?
Europe outlook
Can Europe’s economy bridge the growth gap?
UK outlook
UK investors boosted by healthier economic prospects
Equities
Can equities keep partying as Fed removes the punch bowl?
Fixed income – inflation
Looking into the Fed’s mindset
Investing sustainably
Preparing portfolios for a sustainability storm
Diversification – the behavioural aspect
Keeping calm in turbulent markets
Diversification – the asset allocation aspect
A bird’s eye view on diversification
Multi-asset portfolio
Multi-asset portfolio allocation
India clients
Time to reconsider risk budgets and buckle up for the ride
All the articles published in Market Perspectives are also available to download here as a PDF: