Welcome to our February edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank.
In our regular chapters below, we highlight how the pace of rate cuts might shape financial market prospects this year. After a strong rally in equity markets of late, we examine why pricing power is a characteristic that may be increasingly relevant to determine tomorrow’s outperformers.
Turning to bonds, we look at how quickly the US Federal Reserve will trim rates, and what the neutral rate tells us about whether the central bank can hit its 2% target. We ask if the time for locking in rates is narrowing.
The main risks facing investors this year include extreme weather, the growing threat of cyber-attacks and more polarised societies. Beyond our usual analysis, our latest sustainability chapter finds out how ESG factors could help investors to spot the risks and navigate a path through them.
As always, we hope you enjoy the articles, and we thank you for entrusting us with your investments.
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