Welcome to our “Mid-Year Outlook”, the investment strategy update from Barclays Private Bank. In this edition, we explore the possibility of the world’s leading economies entering into recession later this year. And while equities remain surprisingly resilient, they may be underestimating the risk of a slowdown. Turning to fixed income, as interest rates seemingly near their peak and with inflation easing, we ask what the implications are for bond investors.
Beyond our usual asset class and financial market analysis, we also examine how investors can get to grips with the biodiversity risk lurking in their portfolios. As always, we hope you enjoy the report.
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