According to Odaily Odaily, Barclays stated that despite recent market volatility caused by the US-Iran conflict, rising oil prices, and inflationary pressures, investors should maintain their portfolios and buy on dips. Data shows that the S&P 500 has fallen approximately 4.2% this month. Barclays strategist Ajay Rajadhyaksha pointed out that robust US corporate earnings and a continuing investment cycle mean that overall fundamentals remain stronger than market sentiment. Current asset prices largely reflect short-term shock expectations, and the market generally believes that the impact of geopolitical conflicts on inflation will be temporary.
Meanwhile, although oil prices have risen somewhat, the long-term gains have been limited, and market pressure indicators have eased. The S&P 500 is currently about 6% away from its all-time high, indicating that the overall pullback is relatively manageable. Barclays believes that the market is currently in a "wall of worry" phase; although uncertainty is high, it does not constitute a reason for a long-term bearish outlook.
