Welcome to our April edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank.
In our regular chapters below, we have a special focus on India in light of the country’s thriving economy and its impact on global growth.
India’s equity markets have had a strong run this year, that might limit the market’s short-term performance. However, a relatively young population and blossoming middle class should buoy its long-term prospects.
Turning to fixed income, emerging market bonds have outperformed US peers since late 2022. Despite the prospect of leading central banks cutting rates, this trend seems to have legs, particularly in markets you might typically overlook.
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