Investment Spotlight

Investment Spotlight keeps you up to speed with the latest developments in equity markets and fixed-income investments, as well as commodities and foreign exchange.

As an investor, it’s important to pay close attention to current trends and market movements. Investment Spotlight provides topical investment insights from Barclays’ investment experts and highlights key themes and areas of interest.

The value of investments can fall as well as rise and you could get back less than you invest. If you’re not sure about investing, seek independent advice.

Recent articles

COVID-19 – Worse than the Great Financial Crisis?

We discuss the gathering economic and societal impact of COVID-19. What can policy makers do? Is the bottom of the bear market near?

Woman reading paper

Views on the News

A weekly round-up of the leading business, personal finance, investment, savings and pensions stories in the press from the past week, including analysis and opinion from our experts.

How to have a great investment experience

The common perception of a successful investor has little to do with investing for the long term. In fact, by following a few simple rules, we explore how you can increase your chances of a happy experience.

All articles

Taking comfort from the impact your portfolio makes

Staying invested during periods of uncertainty can be hard. Here, we explore how impact investing can help you to stay invested, and reap the associated financial rewards.

Why not gold?

While the price of gold has soared in the last few months, we explore why the safety apparently on offer may be illusory.

Why there’s no such thing as a typical year

While better reporting may help investors form an expectation of the typical returns they can expect from an investment, here we explore why anchoring on typical returns can lead to regular dissatisfaction.

What to expect from the Conservative Party leadership contest

By the end of July, it is expected that the Conservative Party and the country will have a new leader. Here, we explore what that might mean for investors.

How to invest in the fourth industrial revolution

Humankind’s undiminished ability to invent, apply and get better at using new technology suggests that pessimism with regards to the future may be misplaced. Here, we explore how some diversified exposure to the world’s share and bond markets represents one way to express a little of this entirely rational optimism in portfolios.

The tricky business of forecasting investment returns

Forecasting investment returns is a tricky business: there’s always going to be an element of uncertainty, but how much? The bad news is that there’s no crystal ball. The good news is that long term investors might not need one.

Yet another euro crisis?

This week’s European elections, traditionally a fairly low octane event, have been billed as the summer blockbuster for the populist uprising - are we witnessing the end of the European project?

Trade war endgame?

Further tit-for-tat tariffs between the US and China have spooked markets that were perhaps prematurely spending the gains from an expected agreement. This week, we explore the potential for a deal still to be struck and what the world and its capital markets might look like if it isn’t.

Profiting from uncertainty

The future will always be unknown. Here, we consider what investors should do to cope with the uncertainty.

Why diversification is the holy grail for investors

‘Diversification’ is the mantra of the investing world but to what end is diversification the means? And, can we tell what kind of diversification is actually worthwhile?

The answer to Brexit

As the chances of a softer, more economically palatable (eventual) exit from the EU increase, we take a look at the latest developments and the lessons for investors from the story so far.

Overcoming fear

We examine and address the tendency we have to overreact to negative sentiment and the implications it can have on our portfolios, as we exaggerate the negative scenarios making investing all the more anxiety-inducing.

We always want what we don’t have

Fear of loss and fear of missing out leave us in a perpetual state of wanting to be the other person. The trick is to use fear to make you do something actually useful.

Judgement day

Brexit has shaved off roughly 2% from UK gross domestic product – a non-trivial sum for a two-trillion-dollar economy. What does the future now hold for investors?

The latest on Brexit

Following the latest Parliamentary vote on the Withdrawal Agreement, we explore what’s next for the political process, the UK’s economy, and capital markets.

Developed Markets Equities under the spotlight

The prospects for the US economy and what this may mean for investors.

Is the slowing Chinese economy a cause for concern?

Chinese economic activity has slowed over the last few quarters but what comes next and what should investors do?

Is the UK heading for recession?

Brexit uncertainty continues to weigh on the UK economy, as sluggish economic data pays testament to. This week, we discuss if the UK economy is heading for recession and whether this matters for investors.

What happened to Goldilocks?

A ‘Goldilocks’ economy is often described as one that’s not too hot, and not too cold – the best state for an economy to be in. The overall investment environment has recently been reminiscent of this, but is that starting to change?

The January blues

What spooked the world’s investors so much in December and what does it mean for investors as we look to the year ahead?

What lies ahead in 2019?

We look at what 2019 might hold for investors, from leaving the EU to the 2020 Presidential Elections, and the prospect of another recession.

Should the recent slowdown in Chinese growth worry investors?

What’s driving the recent slowdown in Chinese growth, and whether investors should be concerned.

Are the house price rises of the last couple of decades normal?

How property compares to other types of investment.

Are trade tensions the only thing to look out for in stock markets?

How trade tensions can be a distraction from the fundamentals that matter for stock markets.

How are central banks expected to act for the remainder of the year?

How central banks are expected to respond to ongoing economic developments.

Investing lessons from the last 1000 years

What can the past teach us about the underlying drivers of long-run stock returns?

Is the yield curve signalling an incoming recession for the US?

Whether the yield curve is signalling an incoming recession for the US.

Meltdown coming?

Ten years after Lehman Brother’s collapse, are investors due for the next Great Financial Crisis?

Should investors worry about the latest political headlines?

Whether the recent political headlines are relevant to markets, and why investors are better off tuning out this noise.

Three lessons from the Great Financial Crisis

Ten years on since Lehman went bankrupt, what lessons have policymakers and investors learned from the Great Financial Crisis?

What the Turkish crisis means for investors

We look at how the current turmoil in Turkey may affect global markets.

Our Research Centre

Our dedicated Research Centre offers tools and resources to help you make smarter investment decisions.