Market Perspectives May 2021
Welcome to the May 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.
Financial markets remain in upbeat mood, on recovery hopes, despite the rapid climb in COVID-19 cases in India. However, high levels of volatility likely lie ahead. With this in mind, we consider how much longer equities can keep setting record highs for, given that positive surprises may be harder to come by.
In fixed income, emerging market bonds still seem to offer value against their developed market peers. And this month we also explore the potential of infrastructure investments, why real assets may help hedge portfolios from inflation risk and how to profit from carbon trading.
Jean-Damien Marie and Andre Portelli
Co-Heads of Investment, Private Bank
Insights for May
Emerging market bonds: ten key questions
Infrastructure: building a new, smarter world
Getting real with returns as inflation dawns
Carbon trading: a new market for investors?
Phasing-in investments can add comfort plus returns
Multi-asset portfolio allocation
India pins recovery hopes on vaccine rollout
Listen to the replay our our webcast where our panel of in-house specialists discuss the latest market developments.
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