Market Perspectives May 2021

07 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

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