In Focus

In Focus: markets as we see them

 

Last updated: 4 August 2017

Inside this week:

  • The latest: After a busy week for economic data, we are again left arguing that the prospects for the world economy look well founded
  • The end is nigh: We remain content to say that the indicators that we look at do not suggest the next recession is imminent
  • Valuations are prohibitive: Earnings have grown sufficiently so far to leave price to earnings ratios, dividend yields and other metrics more or less where they started the year in spite of surging stock prices
  • North Korea, Trump and the unknowns: Many also will point to rising geopolitical heat in various troubled spots of the world as a reason to hide. Humility is appropriate here – if the major protagonists in these various hot spots do not know what they are going to do next, we should be wary of trying to second guess them
  • Investment conclusion: A portfolio diversified across geographies and asset classes, but still leaning towards equities remains the most appropriate tool to bring to bear… and some earplugs perhaps.

Read the full In Focus [PDF, 960KB]

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This document has been prepared by the wealth and investment management division of Barclays Bank Plc ("Barclays"), for information purposes only. Barclays does not guarantee the accuracy or completeness of information which is contained in this document and which is stated to have been obtained from or is based upon trade and statistical services or other third party sources. Any data on past performance, modelling or back-testing contained herein is no indication as to future performance.

No representation is made as to the reasonableness of the assumptions made within or the accuracy or completeness of any modelling or back-testing. All opinions and estimates are given as of the date hereof and are subject to change. The value of any investment may fluctuate as a result of market changes. The information in this document is not intended to predict actual results and no assurances are given with respect thereto.

Remember:

  • The value of your investments can fall as well as rise and you may get back less than you initially invested.
  • Investing is not for everyone, if you are unsure please seek independent financial advice.

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