In our latest Global Outlook: Tug of War, our Macro Research team advises investors to position for continued volatility against a backdrop of expensive valuations, mediocre growth, and extraordinarily supportive monetary policy.
Rajiv Setia, Head of Rates Research, sat down with Ajay Rajadhyaksha, Head of Macro Research, to discuss the Global Outlook’s views on:
- The fundamental backdrop for growth and inflation
- The investing implications of intra-quarter volatility in Q1 2016
- The top three macroeconomic investing risks for the upcoming quarter
About Global Outlook
Barclays’ Global Outlook, published quarterly, provides an assessment of all major economies and markets, and outlines recommendations for investors. Further views from the Q2 Global Outlook: Tug of War are available to Investment Bank clients on Barclays Live.