Welcome to the September edition of Market Perspectives, the monthly investment strategy update from Barclays Private Bank.
In our regular chapters below, we look at how uncertainty over US trade policy and the increasing political interference on the US Federal Reserve might affect equity and bond markets.
In equities we look at the long-term prospect for the Quality factor after a recent bout of underperformance. Meanwhile, in fixed income we examine what the surge in UK government bond yields, to multi-decade highs, means for investors and the UK government.
In addition, we look at how private equity secondaries can contribute to portfolio diversification, and, as aggressive US tariffs come on stream, what persistent above-target inflation implies for interest rate-setters at the major central banks.
)Access all our articles and search the provider directory for free.