Welcome to the April 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.
In our regular chapters below, we examine what the potential effects of last month’s US and Swiss bank collapses might have on prospects for global growth, inflation and interest rates.
Meanwhile, our updated capital market assumptions look at the long-term forecasts for the global economy, equities, bonds and other asset classes.
In general, while bonds are back in town as an income play, equities retain their long-term appeal. But, clearly, a diversified portfolio is key to riding out spikes in volatility.
Beyond our usual asset class and financial market analysis, we also highlight the role commodities can play in diversifying portfolios at a time of geopolitical risk, volatile financial markets and stubbornly high, if slowing, inflation. In addition, we look at the dangers of so-called ‘home bias’.
As always, we hope you enjoy the articles, and we thank you for entrusting us with your investments.
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