Focus – the consumer
Market Perspectives June 2021
04 June 2021
Welcome to the June 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 has subsided as inflationary pressures build. Our investment experts highlight our main investment themes, examining if consumers can drive the recovery, positioning for equity volatility, the attractions of inflation-linked bonds, diversifying through private markets and unpicking sustainable investing’s jargon.
Jean-Damien Marie and Andre Portelli
Co-Heads of Investment, Private Bank
Insights for June
Equities – volatility
Positioning for more volatile equity markets
Fixed income
What next for inflation as the Fed holds steady?
Fixed income
Are inflation-linked bonds the ideal hedge?
Fixed income
Is it time to use leverage in bond investing?
Private markets
Private markets: the ultimate frontier?
Investing sustainably
Unpicking the jargon of sustainable investing
Behavioural finance
Learning to shut out market noise
Multi-asset portfolio
Multi-asset portfolio allocation
India clients
Indian assets: investing in an inflationary world
All the articles published in Market Perspectives are also available to download here as a PDF: