Market Perspectives September 2023

01 October 2023

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

In our regular chapters below, we look at what impact a peak in US interest rates, which seems close, might have on financial markets. In equities, history suggests that the more defensive-oriented stocks are likely to outperform their cyclical peers in the first few months after the last rate hike in this cycle.  

Turning to bonds, with interest rates set to peak soon, we look at what this might mean for fixed income markets, and how inflation-adjusted bonds have typically performed at such times.

Beyond our usual asset class and financial market analysis, in the face of devastating extreme weather events around the world, we examine what investors can do to help protect the planet, while aiding performance.

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