Welcome to our March 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 delve deeper into the factors behind the recent stock market rally and ask whether its race has run, for now at least – especially until more clarity emerges on interest rates, economic growth and inflation prospects.
Turning to bonds, the US rates market does, however, seem confident that inflation will cool from its multi-decade highs – albeit the pace of the comedown remains uncertain and sentiment is strained.
Beyond our usual asset class and financial market analysis, we also reflect on what governments are doing to attract so-called green investments into their economies.
As always, we hope you enjoy the articles, and we thank you for entrusting us with your investments.
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