Welcome to our “Mid-Year Outlook”, the investment strategy update from Barclays Private Bank, which is also available to download as a PDF at the bottom of this page.
In the chapters below, we look at the different paths being followed by leading central banks on the timing for rate cuts in the US, Europe and UK, and assess the implications for bonds and equities.
With around half the world heading to the polls this year, we also examine just how much of an effect election results could have on prospects for financial markets.
And beyond our usual wide-ranging asset class and financial market analysis, we highlight what investors might do to better position their portfolios for climate-change risk.
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