Market Perspectives March 2024

28 March 2024

Welcome to our March edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank. 

In our regular chapters below, following recent hotter-than-expected US economic data, we highlight how a delay in central bank rate cuts might affect financial markets. While the base case remains that the global economy is likely to slow this year, we examine which sectors of the equity market might benefit most should the data keep shooting the lights out in 2024.  

Turning to bonds, as the strong economic numbers push back the timing of US rate cuts and investment grade bond spreads tighten, we examine whether the long-term prospects for corporate debt might be brighter?

Finally, last year was the warmest on record, while the risk of extreme weather and biodiversity destruction grows. Our latest sustainability chapter looks at investment opportunities in the green start-up sector that can could allow investors to diversify portfolios while potentially tackling these issues.   

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