

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 shines as a beacon of economic recovery

Is China’s roaring revival on its last legs?

Can Europe’s economy bridge the growth gap?

UK investors boosted by healthier economic prospects

Can equities keep partying as Fed removes the punch bowl?

Looking into the Fed’s mindset

Preparing portfolios for a sustainability storm

Keeping calm in turbulent markets

A bird’s eye view on diversification

Multi-asset portfolio allocation

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: