Barclays Urges Investors: Climb the 'Wall of Worry' Amid Market Volatility

• S&P 500 down 4.2% in March due to US-Iran conflict, rising oil prices, and inflation concerns.
• Barclays strategist Ajay Rajadhyaksha advises investors to 'stay the course,' citing strong fundamentals.
• Rajadhyaksha believes markets anticipate an 'eventual de-escalation' of geopolitical tensions.
• Markets are pricing in a short-lived conflict, with bonds treating it as an inflation shock.
• Despite current challenges, the S&P 500 is less than 6% from its record high, and volatility has eased.