Barclays Research takes stock of the effects of Russia’s war with Ukraine in the 2022 Equity Gilt Study
Barclays Research released the 67th edition of its Equity Gilt Study, which analyzes the impact of geopolitical events, particularly the Russia-Ukraine war, on macroeconomic dynamics. The study highlights increased cooperation among European monetary union members in response to crises, including common policies on defense and energy. Analysts also note a potential shift from globalization towards 'reshoring' supply chains. The report suggests that the previous era of stable growth may be ending, outlining implications for markets worldwide.
- Increased fiscal and political cooperation among European Union member states due to crises.
- Evidence of 'reshoring' supply chains, indicating potential for local economic growth.
- Potential end of the 'Great Moderation' period, impacting macroeconomic stability.
Barclays’ Research analysts survey the future of the European monetary union, arguing that
In parallel, Barclays’ analysts note that the war is leading governments and corporations to re-examine the resilience of their supply chains and other economic linkages. That could lead to at least a partial reversal of the multi-decade trend of globalization. Already, our analysts see evidence of a “reshoring” of critical processes and infrastructure, and of multinational companies hiring closer to home.
Finally, Barclays’ analysts consider the implications for the macroeconomic environment, which, over the past three decades, has benefited from a period of “Great Moderation”, characterized by a relatively stable backdrop of growth, inflation, and monetary policy. We think this may be changing, with significant implications for macroeconomic stability.
“In this year’s Equity Gilt Study, Barclays’ analysts explore how the war in
>>> Clients can gain access to the full EGS at Barclays Live
>>> To learn more about our Research offering and view recent insights, click here
Notes for Editors
Since 1956 Barclays’ Equity Gilt Study has provided uniquely rich data, analysis and commentary on long-term asset returns in the
About Barclays
Barclays is a British universal bank. We are diversified by business, by different types of customer and client, and geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the
About
Barclays is a consumer and wholesale bank, supporting individuals and small businesses through our consumer banking services, and larger businesses and institutions through our corporate and investment banking services. Our
View source version on businesswire.com: https://www.businesswire.com/news/home/20220713005235/en/
212-526-1472 (US)
ann.thielke@barclays.com
Source:
FAQ
What does the 67th Equity Gilt Study by Barclays Research cover?
How is the war in Ukraine affecting European monetary union?
What is 'reshoring' as mentioned in the Barclays Research report?
What are the implications of the recent Equity Gilt Study for investors?