Insights and analysis from leading investment, property and philanthropy experts within Barclays Private Bank. This series of podcasts will look at the trends, challenges and opportunities for those investing, buying property and giving in these turbulent times.
privatebank.barclays.com/insights
Bond markets had much to digest last week, with the US election and interest rate decisions from the US Federal Reserve and Bank of England. Podcast host Julien Lafargue is joined by Michel Vernier, our Head of Fixed Income Strategy, to discuss what these events could mean for interest rates, debt and inflation – and the implications for fixed income investors.
How has the new UK Budget landed and what does it mean for investors? Join Bethany McGauley, from our government and policy team, as she covers the key implications from the Chancellor’s announcements. Topics on the agenda include NHS funding, corporate taxes and ISAs. Meanwhile, our host Julien Lafargue discusses the most recent US employment data, the upcoming US presidential result, the latest corporate earnings season and imminent decisions from key central banks.
Julien Lafargue flies solo on this week’s podcast and breakdowns the key market events and trends of recent days. Tune in as he ponders the impact of ongoing global geopolitical uncertainty on investor decision-making. He also reflects on weakening UK investor sentiment ahead of this week’s Autumn Budget being unveiled.
Tune in as Stephen Moroukian, our real estate financing specialist, reflects on the recent mortgage market price war and the upcoming UK Budget. Meanwhile, host Julien Lafargue discusses the outlook for China, the latest crude oil prices and interest rates in the eurozone.
In this week’s podcast, Alex Joshi, our Head of Behavioural Finance, discusses the geopolitical factors currently influencing investment decision-making, with a particular focus on the UK Budget and US election. Key topics include the behavioural biases that can impact portfolio positioning and the effect of political news headlines. As podcast host, Julien Lafargue also ponders the latest meeting notes from the US Federal Reserve, the opening of the corporate earnings season and US inflation.
What could the result of the US presidential election mean for financial markets? Tune in as Nikola Vasiljevic, our Head of Quantitative Strategy, delves into the latest poll data, what is already priced in, and the possible implications for global risk appetites. Meanwhile host, Julien Lafargue ponders better-than-expected US employment data, global inflation figures and the latest crude oil prices amid ongoing tensions in the Middle East.
Join Bhaskar Gupta, our Head of FX Distribution UK, as he explores the outlook for currency markets over the short and medium term. Topics on the agenda include the weakening US dollar, the impact of key central bank decisions and potential risk factors for the remainder of the year. Podcast host Julien Lafargue also examines economic stimulus measures in China, inflation in the major regions and interest rates in the eurozone.
Hot on the heels of a busy week for central banks, Julien Lafargue and Michel Vernier, our Head of Fixed Income Strategy, reflect on last week’s rate cut from the US Federal Reserve and the potential implications for bond markets. Other topics include the upcoming US election, the ongoing impact of the 2008 financial crisis and the latest decision from the Bank of England.
Join podcast host Julien Lafargue as he discusses falling US inflation, the recent rate cut by the European Central Bank, and the soaring price of gold. He also ponders the upcoming interest rate decisions from the Bank of England, the US Federal Reserve and the Bank of Japan.
Should we be worried about government debt levels? Lukas Gehrig, our Quantitative Strategist, discusses the sustainability of the global sovereign debt burden, how it could be lowered, and what it could mean for investors. Julien Lafargue also pays tribute to our dear friend and colleague Henk Potts, the original host of this podcast, who sadly passed away last week.
Tune in as host Julien Lafargue shares fresh insights on key events shaping financial markets. This week, he covers better-than-expected inflation data from the major regions and the most recent US employment figures, as well as the implications for central bank policy.
What could the Bank of England’s recent interest rate cut mean for UK homeowners? Tune in as Stephen Moroukian, our real estate financing specialist, discusses the health of the housing sector for the remainder of 2024. He also covers the new government’s property pledges, mortgage approval rates and potential opportunities for international investors. Meanwhile, podcast host Julien Lafargue examines US employment data, the most recent decision from the Bank of Japan and the second-quarter US corporate earnings season.
Amid weaker-than-expected data from the US economy, Julien Lafargue considers the market reaction to these announcements and the possible implications for investors. Key topics include rising unemployment, the latest rate decision from the US Federal Reserve and headlines from the second-quarter earnings season. Our host also examines the Bank of England’s first rate cut since March 2020 – could more cuts follow soon?
Join host Julien Lafargue for fresh insights on the health of the global economy and financial markets. This week’s topics include the second-quarter earnings season, the fortunes of the AI sector, and upcoming central bank announcements, including a key decision from the Bank of England.
What could political upheaval in the US mean for financial markets? Tune in as Sonia Fernandes, Vice President of Government Relations and Policy at Barclays, discusses the latest developments in the presidential race. Topics include potential candidates for the Democratic party and the most recent voter polls. Turning to the UK, she covers the 40 bills set to be introduced during this parliament and the potential implications for investors. Meanwhile, Henk Potts examines UK inflation, the second-quarter corporate earnings season and the latest announcement from the European Central Bank.
Join podcast host Julien Lafargue for his weekly update on the trends shaping financial markets over the past seven days. Putting the spotlight on the world’s largest economy, he explores US inflation, the latest announcement from the US Federal Reserve and the upcoming presidential election. Other topics include mixed results from the second-quarter earnings season and the health of the banking sector.
Tune in as host Julien Lafargue gives us the lowdown on the results from the French and UK elections. Amongst other things, he explores France’s parliamentary split and the implications for the region’s budget in 2025. Turning his attention to the global economy, Julien also covers the latest manufacturing and employment data from the US.
With voters in France and the UK heading to the polls, Sonia Fernandes, from the UK Government Relations and Policy team at Barclays, considers what we might expect in the coming days. Topics include the last week of campaigning in the UK and the next round of voting in France. Meanwhile, host Henk Potts gives us the lowdown on US interest rates, eurozone inflation and the US employment market.
Tune in as Lukas Gehrig, our Quantitative Strategist, discusses the long-term macroeconomic outlook, with a focus on growth, inflation and central bank policy. Meanwhile, host Henk Potts explores falling UK inflation, the latest data from China and the Swiss National Bank’s decision to cut interest rates.
In this week’s podcast, Michel Vernier, our Head of Fixed Income Strategy, explores US central bank options and the possible implications for bond markets. Topics include the upcoming presidential election and US recession prospects. Meanwhile, host Henk Potts covers UK growth, the US labour market, this week’s key Bank of England interest rate decision and the latest gold prices.
With equity markets reaching all-time highs in 2024, Dorothée Deck, our Cross Asset Strategist, explores the forces driving this rally and the possible implications for investors. Other topics include the sectors experiencing most growth and the latest corporate earnings data. As host, Henk Potts also examines the European Central Bank’s decision to cut interest rates, the US labour market and the key takeaways from our just-released ‘Mid-Year Outlook 2024’ report.
Join Sonia Fernandes, Vice President of Government Relations and Policy at Barclays, as she delves into the General Election on 4 July. As well as exploring the key issues driving the main parties’ campaigns, she also considers what we can expect to see in the first 100 days of a new parliament. Meanwhile, Henk Potts also provides a rundown on the latest developments in financial markets, including crude oil prices, US growth and a key upcoming decision from the European Central Bank.
Tune in as Alex Joshi, our Head of Behavioural Finance, examines the importance of maintaining long-term investment horizons during periods of short-term volatility. Meanwhile, host Julien Lafargue explores US inflation, the health of the Chinese economy and upcoming data releases from the AI sector.
In this week’s podcast, Dorothée Deck, our Cross Asset Strategist, takes us on a whistlestop tour of the latest releases from the first-quarter corporate reporting season. Topics include the market response to these announcements, the recent equities rally and a potential reacceleration in earnings growth. As podcast host, Julien Lafargue also provides a round-up of key investor topics, including the US labour market, central bank policy options and UK inflation.
In this latest podcast episode hosted by Narayan Shroff, Head of Investments at Barclays Private Clients India, special guests Jamie Montgomery and Sumant Mandal of March Capital weigh in on how AI and automation are transforming Indian businesses, and the increasing role of Indian diaspora and technology businesses in shaping the future of enterprise technology in India.
Join Sumant Mandal and Jamie Montgomery of March Capital for a fascinating discussion of the key trends within the venture capital space, with a particular focus on the rise of artificial intelligence. Meanwhile, Matt Spence from our Investment Bank delves into market liquidity levels and the recent slowdown in venture investments. Lastly, podcast host, Julien Lafargue examines US inflation and the latest releases from the first-quarter corporate earnings season.
In this week’s podcast, Michel Vernier, our Head of Fixed Income Strategy, examines the outlook for interest rates in the major regions and particularly the US. Other topics include bond yields, declining inflation and potential opportunities for fixed income investors. While host Henk Potts explores China’s growth prospects, the latest UK employment figures, inflation in the eurozone, and other key investor topics.
What are the psychological implications of investing when markets are at an all-time high? Tune in as Alex Joshi, our Head of Behavioural Finance, delves into the emotional biases that could impact investment decision-making when markets remain buoyant despite a predicted economic slowdown. Meanwhile, host Henk Potts examines crude oil prices, US inflation and the latest announcement from the European Central Bank, amongst other things.
Join Stephen Moroukian, our real estate financing specialist, as he reflects on growing UK mortgage approval rates and the implications of a possible fall in interest rates. Meanwhile, Henk Potts delves into US employment, the most recent manufacturing figures and eurozone inflation.
As Bitcoin falls from its recent market high, Nikola Vasiljevic, our Head of Quantitative Strategy, considers the outlook for digital currencies over the short and medium term. Topics include the potential implications of recent regulatory changes in the US and UK, the possible role of digital assets in portfolio diversification, and the boom-bust cycle within the crypto space. Meanwhile, podcast host Henk Potts explores UK growth prospects, US inflation, and previews this week’s crucial interest rate meetings in the US, UK and Japan.
This week, Damian Payiatakis, our Head of Sustainable and Impact Investing, explores the outlook for early-stage green ventures. He also considers potential investor opportunities and the impact of increased government support in this space. Meanwhile, podcast host Henk Potts discusses record highs in Bitcoin, the UK Spring Budget, the latest developments in China, and interest rates in the eurozone.
In this week's podcast, host Henk Potts discusses the latest inflation data from the US and Europe, and what it could mean for interest rates. He also previews the upcoming US employment report and the UK's Spring Budget. Henk is joined by special guest Juliet Agnew, our Head of Philanthropy, who introduces our recently released 'Guide to Giving', which is designed to help donors get the most from their philanthropy journey.
With equities recently reaching an all-time high, Dorothee Deck, our Cross Asset Strategist, discusses the market outlook over the short and medium term. She also covers recession prospects in the major regions and potential benefits of defensive portfolio positioning. Meanwhile, host Henk Potts examines corporate earnings data linked to AI developments, US central bank options and the latest manufacturing figures.
In this week's podcast, Julien Lafargue discusses US inflation, UK employment and the latest consumer spending figures. He also explores the potential implications of the UK and Japan entering technical recessions.
Join host Julien Lafargue for fresh insights on the health of the global economy and financial markets. This week's topics include US inflation, the latest economic news from China, fourth-quarter corporate earnings and the potential implications for equity markets.
In this week's podcast, Bhaskar Gupta, our Head of FX Distribution UK, explores key developments in currency markets since the start of 2024. Topics include the health of major currencies, possible opportunities for investors and potential sources of volatility. While host Julien Lafargue contemplates central bank decisions, US employment and the fourth-quarter earnings season.
Tune in as podcast host Julien Lafargue delivers another fascinating update on the trends shaping financial markets. Amongst other things, he explores the latest announcement from the European Central Bank, US inflation and the health of the Chinese economy.
Listen as host Julien Lafargue reflects on key data releases grabbing the financial headlines at the start of 2024. Topics include US and UK retail sales, inflation in the major regions and US central bank options. As the fourth-quarter earnings season continues, he also considers the fortunes of some of the world’s largest tech companies.
India is in the global spotlight, and for good reason. Join us for a special podcast episode where Narayan Shroff, Head of Investments at Barclays Private Clients India, and Julien Lafargue, Chief Market Strategist at Barclays Private Bank and Wealth Management, explore equities, bonds, global trends and 2024’s key risks – all through the lens of India’s compelling growth story.
Tune in as host Julien Lafargue shares fresh insights on key events shaping financial markets over the past seven days. As well as the latest US inflation figures, he considers the most recent earnings data from major US banks and other key investor topics.
As we return from the festive break, podcast host Julien Lafargue ponders key events in the global economy and financial markets during recent weeks. Delving into the latest macroeconomic data, he examines eurozone inflation and US central bank policy options, among other key investor topics.
Property market special: Join Stephen Moroukian, our real estate financing specialist, as he ponders the health of the UK housing market following a year of shock interest rate rises and faltering global growth. He also considers the role of buy-to-let landlords and the outlook for Swiss real estate. Meanwhile, podcast host Julien Lafargue examines the latest central bank decisions in the major regions, among other key investor topics.
As we approach 2024, we turn our attention to the psychological biases that could impact investment decision-making in the year ahead. Join Alex Joshi, our Head of Behavioural Finance, as he examines key insights from our recently released ‘Outlook 2024’ report and the potential risks on the horizon over the next 12 months. He also offers practical steps for maintaining a psychological edge when investing feels uncomfortable. While host Julien Lafargue also considers the latest US employment data, upcoming central bank decisions and US inflation.
With the COP28 climate summit now under way, join Damian Payiatakis, our Head of Sustainable and Impact Investing, who discusses the key topics on the agenda and potential implications for investors. Meanwhile, podcast host Julien Lafargue reflects on the recent rebound in equity and bond markets, and what easing inflationary pressures could mean for interest rates.
Join Dorothée Deck, our Cross Asset Strategist, for fresh insights into the trends which could drive equity markets during the next 12 months and beyond. Delving into the highlights from our recently released ‘Outlook 2024’ report, she also considers last year’s rally in equities, as well as global recession prospects and the contrasting outlooks for different sectors. Also on the podcast, host Julien Lafargue reflects on the latest manufacturing figures, eurozone inflation and upcoming economic data from China.
Join Michel Vernier, our Head of Fixed Income Strategy, as he delves into the highlights from our signature ‘Outlook 2024’ report and the potential road ahead for bond markets. Amid falling inflation and rising US debt, he also examines central bank policy options and possible investor opportunities. Meanwhile, host Julien Lafargue provides a round-up of key events in the global economy, including the latest inflation data from the major regions.
Amid rising international tensions and stubbornly high inflation in the major regions, we turn our attention to the key trends likely to shape financial markets and drive investor decision-making in the year ahead. Tune in as podcast host Julien Lafargue shares the highlights from our just-released ‘Outlook 2024’ report, which explores topics such as global growth and geopolitics – including upcoming elections on both sides of the Atlantic – recession risks, and much more. It’s well worth a listen.
In this week's podcast, Bhaskar Gupta, our Head of FX Distribution UK, discusses the health of currency markets against a backdrop of moderating inflation and higher-for-longer interest rates. Other topics include the impact of central bank decision-making on FX markets, and potential opportunities for investors. Meanwhile, host Julien Lafargue reflects on falling eurozone inflation, evolving monetary policy, and US employment data.
Tune in as Dorothée Deck, our Senior Cross Asset Strategist, takes us on a whistlestop tour of the third-quarter corporate earnings season and the key trends behind the data. She also explores the trading outlook ahead, and ponders the recent health of equity markets. Meanwhile, host Julien Lafargue examines the most recent announcement from the European Central Bank, the latest manufacturing data and US GDP.
In this week’s podcast, we reflect on the latest developments in global markets, as inflation and interest rate speculation dominate the headlines. Joining host Julien Lafargue, our Chief Market Strategist, is Alex Joshi, our Head of Behavioural Finance. Tune in as he explores the emotional comfort that some people find in holding cash, as well as the potential lost opportunities that arise as a result.
In this week’s podcast, Michel Vernier, our Head of Fixed Income Strategy, explores the outlook for bond markets amid the prospect of peak rates remaining higher for longer. Other topics include US debt, the impact of international buyers on domestic markets, and emerging bond markets. Also on the podcast, host Julien Lafargue discusses the US jobs market, inflation in the major regions, and upcoming corporate earnings data from US banks.
Join Heath Davies, our Global Head of Hedge Funds, who discusses the role hedge funds can play in an investment portfolio, as well as the key trends and opportunities in the hedge fund industry. Meanwhile, podcast host Julien Lafargue considers all the latest inflation data, and its potential impact on interest rates and financial markets.
Hot on the heels of the Bank of England’s decision to freeze interest rates after 14 consecutive hikes, Stephen Moroukian, our real estate financing specialist, considers the possible implications for the UK property market. He also explores last week’s government U-turn on Energy Performance Certificates and the rise of UK cash buyers. While podcast host Julien Lafargue reflects on lower-than-expected UK inflation and the market reaction to the latest central bank decisions.
India’s economy continues to take giant leaps forward – inspiring hope amid a gloomy global outlook. In our latest podcast, host Narayan Shroff and colleague Rahul Bajoria, Head of Emerging Markets Economic Research in Asia (ex China), explore the reasons behind this current boom and ask if there’s even more to come.
In this week's podcast, Damian Payiatakis, our Head of Sustainable and Impact Investing, explores the United Nations' recent 'Global Stocktake' report, and how investors could potentially position their portfolios to manage climate-related risks. Meanwhile, podcast host Julien Lafargue reflects on the latest interest rate hike from the European Central Bank, as well as strengthening economic data from China, and rising crude oil prices.
Following a volatile start to 2023, Bhaskar Gupta, our Head of FX Distribution UK, considers the outlook for currency markets for the remainder of the year. He also explores the role of central banks in managing potential volatility, as well as possible opportunities for investors, and falling recession risks in the major economies. Also on the podcast, host Henk Potts delves into supply and demand in the energy sector, US inflation and the upcoming rate decision from the European Central Bank.
Henk Potts and Michel Vernier examine key investor topics influencing the global economy, including the risk of recession and growth in the major regions.
What could uncertainty around interest rates, the rise of AI, and China’s stuttering growth mean for portfolio positioning during the rest of 2023? This week, our Head of Behavioural Finance, Alex Joshi, ponders the role of short-term news events in shaping long-term investment decision-making. While host Henk Potts discusses the key announcements from the Jackson Hole economic symposium, slumping manufacturing data, and AI-focused corporate earning releases.
What could the rise of AI mean for financial markets? Tune in as our Investment Analyst Luke Mayberry, reflects on a year of innovation within the tech space and the potential implications for investors. While host Henk Potts explores weakening economic data from China, as well as UK employment and US inflation.
Listen in as Michel Vernier, our Head of Fixed Income Strategy, considers what easing US price pressures could mean for future central bank decisions.
What could extreme weather events mean for financial markets? This week, Damian Payiatakis, our Head of Sustainable and Impact Investing, reflects on this summer’s soaring temperatures in Europe and the potential implications for investors. Meanwhile, host Julien Lafargue turns his attention to the Bank of England’s latest interest rate hike, as well as US debt and labour markets.
Alex Joshi explores the behavioural biases that could impact investors’ asset allocation strategies and considers tactics for keeping a cool head.
With falling UK inflation grabbing the headlines, Stephen Moroukian, our real estate financing specialist, delves into the state of the UK mortgage and property markets. Topics on the agenda include the regulator’s new Mortgage Charter, London’s prime real estate and the outlook for global property markets.
What could the future hold for some of the world’s largest companies? Listen in as Dorothée Deck, our Cross Asset Strategist, delves into the significance of this year’s second-quarter earnings data. While host Henk Potts considers inflation in the major regions and the UK jobs market.
Indian equities have been on a roll recently, but can it last? In our latest podcast, we discuss the factors contributing to the current rally, as well as broader asset allocation strategies.
Following six months of anaemic growth, our Chief Market Strategist Julien Lafargue ponders the shifting landscape for investors during the remainder of 2023 and beyond. Topics for discussion include the rise of AI, the potential automation of investment strategies, ongoing geopolitical tensions and the value of diversification. Host Henk Potts also explores the latest manufacturing data from the major regions, US labour markets and eurozone retail sales.
Is the global economy becoming less reliant on the US dollar? In this week’s podcast, Lukas Gehrig, our Quantitative Strategist, delves into the fascinating topic of ‘de-dollarisation’ and what this could mean for investors. He also considers the outlook for US debt and the rise of cryptocurrencies. While host Henk Potts discusses equity markets, the latest US economic data, eurozone inflation and the UK housing market.
Bhaskar Gupta examines recent developments in FX markets, including the potential impact of political tensions and above-target inflation.
Join special guest Hunter Somerville, Partner at StepStone Group, for the second episode of our two-part special exploring the world of venture capital. This week, Hunter turns his attention to the secondaries market and the potential risks and opportunities for investors, both now and in the future. While host Henk discusses the latest US inflation report and interest rate decisions from three major central banks.
Tune in for a special edition of our weekly podcast as Hunter Somerville, Partner at StepStone Group, takes us on a whistlestop tour of venture capital markets. He’s in conversation with Matt Spence, Global Head of Venture Capital Banking at Barclays Investment Bank, and explores potential investor opportunities, the evolving role of tech, and the factors that could decide the fortunes of an early-stage business. Meanwhile host Henk Potts discusses key insights from our Mid-Year Outlook 2023 report. Topics on the agenda include updated growth and inflation forecasts for the major regions, upcoming central bank decisions, and the impact of elevated food and energy prices.
Stephen Moroukian explores high-profile headlines from the property market before considering the outlook for mortgage approvals and buy-to-let investors.
Tune in to this week’s podcast, as Bhaskar Gupta, our Head of FX Distribution UK, shares his latest insights on risks and opportunities in FX markets, and the outlook for the major currencies. And with the deadline looming to reach a deal on the US debt ceiling, host Julien Lafargue, our Chief Market Strategist, looks at market reaction to the ongoing uncertainty and lack of progress.
With all eyes on the fast-approaching monsoon season, our latest India-focused podcast examines if its star-performing economy can keep growing at such a rapid pace. Also listen in to special guest Vikram Gupta of IvyCap Ventures, who talks all things private equity and venture capital.
Nikola Vasiljevic and Lukas Gehrig discuss the potential impact of labour markets and technological shifts on capital markets over the next five years.
Dorothée Deck, our cross asset specialist, reflects on corporate earnings data from Europe and the US, and the possible implications for investors.
Joining Henk Potts this week is our Senior Philanthropy Adviser Isabelle Hayhoe who shares some fascinating insights into global trends within modern philanthropy. Meanwhile Henk examines strong growth from China, first-quarter corporate earnings, UK employment and eurozone inflation.
Hiral Patel examines 150 trends with the potential to drive the global economy by 2030. While host Henk Potts covers inflation in the major regions.
Julien Lafargue and FX expert Bhaskar Gupta ponder the latest inflation data and consider how future central bank decisions could impact currency markets.
Following recent turmoil in the banking sector, all eyes were on central banks last week as investors waited to see how the Bank of England and US Federal Reserve would respond. Join our host Julien Lafargue and Head of Fixed Income Strategy Michel Vernier as they share their insights on the latest rate hikes, and consider the reaction from already jittery financial markets.
Henk Potts and Julien Lafargue discuss the dramatic events surrounding collapsed US bank SVB, and ponder the potential implications for interest rates.
Joining Henk Potts this week is Dorothée Deck who reflects on China’s post-lockdown bounce back. She explores the knock-on effects of the country’s big re-opening for both commodities and emerging market equities. Closer to home, Henk looks ahead to the key talking points from the imminent UK budget. He also ponders the latest US inflation report, as well as the European Central Bank’s rate setting meeting, as global price pressures remain stubbornly high.
Tune in as Alex Joshi, our Head of Behavioural Finance, examines how psychological factors can potentially impact decision-making across real estate markets. Meanwhile, podcast host Henk Potts provides an update on the latest events from the global economy, including UK/EU trading, eurozone inflation, and the US labour market.
Andrew McDougall, our geopolitical expert, reflects on 12 months of war in Ukraine, as well as the impact on global relations and European energy prices.
In this week’s podcast, special guest Ted Goldthorpe, Partner at BC Partners, joins us to discuss private credit markets, exploring the key differences when compared to fixed income markets. Host Henk Potts also reviews the latest global economic news, including US and UK inflation, and US retail sales.
Our real estate expert Stephen Moroukian explores UK property prices and mortgage market interest rates.
What could last week’s interest rate hikes mean for financial markets? In this week’s podcast, our Head of Fixed Income Strategy Michel Vernier explores central bank attempts to moderate inflation across the major regions, and the possible impact on portfolio positioning. While host Julien Lafargue discusses the lowest level of US unemployment since 1969.
In this week’s podcast, Henk Potts, our Market Strategist, turns his attention to the outlook for global growth and inflation during the next 12 months.
In the first of a new series, host Damian Payiatakis, our Head of Sustainable and Impact Investing, is joined by Juliet Agnew, our Head of Philanthropy, to explore a topic increasingly on the minds of families and foundations: “What should be the relationship between our philanthropy and investing?” In this fascinating discussion, Juliet shares UHNW family insights, and reflects on key takeaways from the latest Investing for Global Impact report.
Tune in as Damian Payiatakis, our Head of Sustainable and Impact Investing, discusses the highlights from the must-read Investing for Global Impact report, touching on the mounting climate emergency and the role of future generations in the clean-energy transition. He joins host Henk Potts who discusses retail sales, the US corporate earnings season and China’s reopening.
In this week’s podcast, Dorothée Deck, our Cross Asset Strategist, explores the prospect of a global recession in 2023. Tune in as she reflects on long-term structural trends and possible opportunities in the defensive space. Host Henk Potts also considers this year’s strong start for equity markets, US inflation and the latest economic data from Europe.
Andrew McDougall, Head of Geopolitical Risk at Barclays Group, reflects on the role international tensions could play in global growth forecasts for 2023.
What could investors apply from the past 12 months of heightened volatility to their future decision-making processes? As 2022 comes to a close, our Head of Behavioural Finance Alex Joshi reflects on a year of market shocks and geopolitical upheavals. While our host and Market Strategist Henk Potts explores the downturn in the UK housing market, falling oil prices and the upcoming US inflation report.
From an investor perspective, where does India stand today on the world stage as we head into 2023? Don’t miss this special “Outlook” edition – viewed through both a local lens, as well as a global perspective. Regular podcast host Narayan Shroff is joined by Julien Lafargue, our Chief Market Strategist, and Rahul Bajoria, the Head of our Emerging Markets Asia Economics team, for another fascinating discussion.
Is 2022 about to end better than it started? Join us as host Henk Potts and his guest Michel Vernier discuss the week’s most pressing investor topics.
Host Henk Potts and Chief Market Strategist Julien Lafargue address the key messages from our Outlook 2023 report, civil unrest in China and purchasing power in the eurozone.
Olivia Gleeson, our government relations expert, discusses the £55-billion package of tax hikes and spending cuts contained in the Autumn Statement.
Against a backdrop of high inflation, war in Ukraine and political instability, guest Bhaskar Gupta, our Head of FX Distribution UK, shares his thoughts on the major trends shaping FX markets in 2022. He’s in conversation with our Market Strategist and host Henk Potts who turns his attention to turmoil in cryptocurrencies, US inflation, and the global economic outlook for 2023.
Join us for our latest India-focused podcast on all things private markets. The sector has evolved at a rapid pace in recent times. We explore what’s driving the biggest trends and the reasons why private markets are rising in popularity – both in India and globally. Our host Narayan Shroff, Investment Director for Barclays Private Clients India, discusses this and more with colleagues Andre Portelli, Global Co-Head of Investments of our Strategic Solutions Group and Saloni Vaish, Director of our Strategic Solutions Group, India.
As world leaders gather for the crucial COP27 climate summit in Egypt this week, Damian Payiatakis, our Head of Sustainable and Impact Investing, ponders the key issues on the agenda and considers the progress made towards cutting emissions in the aftermath of the pandemic. He’s in conversation with our host and Market Strategist Henk Potts who discusses interest rate hikes from major central banks, and US midterm elections.
In a year of surprises and volatility, we turn our attention this week to two of the key stakeholders – politicians and central bankers.
As we put the spotlight on equity markets at the start of the third-quarter corporate earnings season, Dorothée Deck, our Cross Asset Strategist, discusses valuations, revenue trends and positioning for the remainder of 2022. She’s in conversation with our host and Market Strategist Henk Potts who explores UK inflation, China’s latest growth figures and the upcoming European Central Bank meeting.
What could uncertainty in the UK bond market mean for pension funds? Michel Vernier, our Head of Fixed Income Strategy, discusses the potential implications of the Bank of England’s recent emergency gilt-buying strategy. While host and Market Strategist Henk Potts explores the IMF’s downgrade of its global growth forecast for 2023, the impact of political uncertainty on UK assets, and persistently high inflation in the US.
Where next for private property markets? Join special guest speaker Lowell Baron, CIO at Brookfield’s Real Estate Group, as he explores the impact of geopolitical upheaval and rising inflation on private real estate markets. While host and Chief Market Strategist Julien Lafargue examines US jobs and manufacturing data, a reduction in oil supplies, and the latest interest hike from the Reserve Bank of Australia.
Where next for the housing market? In this week’s podcast, Stephen Moroukian, our Head of Product and Proposition for Real Estate Financing, takes a closer look at UK property prices and considers the implications of recent volatility for fixed-rate borrowers. He’s in conversation with host and Market Strategist Henk Potts who discusses another turbulent week in financial markets, record eurozone inflation, and the weakening US housing market.
Where is inflation headed? Is volatility set to increase further? And what does it all mean for India’s financial markets? In this month’s podcast, Narayan Shroff, Investment Director for Barclays Private Clients India, is joined by two colleagues – Maanas Agarwal, Multi-Asset Class Portfolio Manager and Manoj Bajpai, Head of Equity Portfolio Management – to discuss the key issues facing investors in the coming months.
As we shine a light on UK politics this week, Olivia Gleeson, Vice President of Government Relations and Policy for Barclays UK, shares her views on Liz Truss’s first two weeks as Prime Minister and what her policies could mean for the UK economy. While our host and Market Strategist Henk Potts discusses record lows for the pound, interest rate hikes from major central banks and an escalation of war in Ukraine.
Listen in as Henk Potts, our Market Strategist, discusses the market’s reaction to the new UK government’s much-anticipated energy support package, and its potential impact on UK inflation and interest rates. And following a bumper rate hike from the European Central Bank, Henk also shares our latest growth and inflation outlook for the continent.
Where next for equity markets? Join special guest Dorothée Deck, our Cross Asset Strategist, who considers the outlook at the close of the second-quarter earnings season, with inflation and volatility still running high. While our host and Market Strategist Henk Potts, discusses the potential impact a new UK Prime Minster, the US Federal Reserve’s reactive decision-making, as well as jobs data, and a strengthening Greenback.
With trillions of dollars of family wealth expected to transfer across generations in the coming decades, next generation philanthropy is a hot topic, and one that is already challenging traditional ways of giving. In our latest philanthropy podcast, we hear from three inspirational next gen donors about their progressive approaches to giving, and how they’ve managed the expectations and responsibilities of inheriting family wealth.
What could rising price pressures mean for investors? Lukas Gehrig, our Quantitative Strategist, examines the similarities, and differences, between today’s high inflation and the oil price shocks of the 1970s. He’s in conversation with Henk Potts, our host and Market Strategist, who provides some fascinating insights on double-digit inflation in the UK, as well as causes for concern in US consumer and housing markets.
From cooling US inflation, to calling the bottom of a market, listen in as host Henk Potts is joined by Alex Joshi for a fascinating discussion about markets and behavioural finance. With signs we may have finally seen peak US inflation, Henk offers his views on its significance for both the world’s largest economy, as well as the broader global economy. He also reflects on today’s scorching hot energy prices, as well as the economic headwinds impacting the UK right now. Meanwhile, Alex gives us his perspective on the challenges and implications of trying to time the market.
Join Alex Joshi, our Head of Behavioural Finance, as he discusses the psychological impact of bear markets, and provides tips for staying calm despite economic uncertainty. While Julien Lafargue, our Chief Market Strategist, examines the European Central Bank’s interest rate decision and the latest Q2 earnings data.
Join Stephen Moroukian, our Product and Proposition Director for Real Estate, as he delves into the state of the UK property market, exploring house prices, interest rates, and the potential impact of the changes in government. While Julien Lafargue, our Chief Market Strategist, examines the latest US inflation data and the start of the Q2 earnings season.
In this month’s podcast, Harsh Shethia, Managing Partner and Head of Investcorp India, shares his insights on the key themes and opportunities across private markets in India, which have seen record growth in recent years. And as investors grapple with concerns about both inflation and recession, Narayan Shroff, Investment Director for Barclays Private Clients India, discusses the latest outlook for financial markets and India’s fast-growing economy.
Hosting the podcast this week is Julien Lafargue, our Chief Market Strategist. He’s joined by special guest Olivia Gleeson, from our government relations team, as she reflects on another dramatic week for UK politics. Listen in as Olivia talks us through the battle to become the UK’s next Prime Minister, while Julien sums up the latest developments in financial markets, touching on US jobs and China.
In this week’s podcast, Marek Raczko, FX Strategist at Barclays Investment Bank, discusses the outlook for global currency markets, including key risks and opportunities for the coming quarter, while Henk Potts, Market Strategist, delves into the UK housing market and eurozone inflation, after reflecting on a challenging first half of 2022.
Tune in as Dorothée Deck, our Cross Asset Strategist, takes an in-depth look at global equity markets amid aggressive sell-offs and a challenging macroeconomic environment. She’s joined by Henk Potts, our Market Strategist, who turns his attention to the risk of recession in the major regions, UK inflation, and eurozone PMI.
In this special edition of our Markets Weekly podcast, Henk Potts, Market Strategist, takes a deep dive into the US economy. Listen in to hear what’s been driving recent performance, and where we see growth, inflation, and interest rates heading from here.
Against a backdrop of elevated inflation, weakening growth and tighter financial conditions, Rahul Bajoria, Barclays’ Chief Economist for India and the Antipodes, addresses the key challenges and opportunities facing India as we enter the critical monsoon season. And Narayan Shroff, Investment Director for Barclays Private Clients India, provides his usual monthly round-up of India’s financial markets after a rocky period for investors.
Join Bhaskar Gupta, our Head of FX Distribution UK, as he explores key events in FX markets during the first half of 2022, and the impact of high inflation and geopolitical uncertainty. While Henk Potts, our Market Strategist, discusses rising commodity prices and the potential of a recession in the eurozone.
Tune in as Nikola Vasiljevic, our Head of Quantitative Strategy, answers some common questions on the potential risks and opportunities of non-fungible tokens (NFTs). While Julien Lafargue, our Chief Market Strategist, discusses the re-opening of China and the most recent data from the US labour market.
Tune in as Damian Payiatakis, our Head of Impact and Sustainable Investing, discusses the progress of Europe’s transition to cleaner energy sources amid market volatility and war in Ukraine. While Julien Lafargue, our Chief Market Strategist, discusses latest earnings data from retailers and considers the outlook for the US economy amid signs that inflation could be easing.
In this week’s special podcast on the UK economy, Henk Potts, our Market Strategist, discusses the country’s current inflation profile, increasing tax burden, and growth prospects for 2022 and 2023. He also explores the implications of the cost of living crisis and shifting trends within the labour market.
Tune in to our weekly podcast as Henk Potts, our Market Strategist, casts an eye over the broader outlook for the global economy and the latest growth and inflation figures from the major regions. He also considers the impact of war in Ukraine, China’s ongoing battle with COVID-19, and the path of monetary policies from key central banks.
In this week’s podcast, Dorothée Deck, our Cross Asset Strategist, takes a closer look at corporate America and discusses the significance of this year’s first-quarter earnings data. Meanwhile Henk Potts, our Market Strategist, explores the implications of interest rate hikes from the US Federal Reserve and the Bank of England, and discusses the outlook for the global economy amid ongoing geopolitical tensions and market volatility.
Tune in as Michel Vernier, our Head of Fixed Income Strategy, discusses what to expect from the US Federal Reserve’s next meeting in May. He also explores the potential implications of rate volatility and uncertainty over inflation for bond market investors. While Henk Potts, our Market Strategist, considers declining global growth forecasts, China’s latest GDP data, and unprecedented levels of inflation in the eurozone.
In this week’s podcast, Hiral Patel, Head of Sustainable and Thematic Investing at Barclays Investment Bank, explores 150 trends with the potential to drive financial markets by 2030, as well as the importance of selecting actionable investments. Julien Lafargue, our Chief Market Strategist, also considers encouraging data from the US labour market amid much speculation about the yield curve.
In this week’s podcast, Philippe Gudin, Senior Economist at Barclays Investment Bank, discusses the possible impact of next month’s French Presidential elections. While Henk Potts, our Market Strategist, considers the UK Chancellor’s Spring Statement, the increasingly hawkish US Federal Reserve, and Europe’s mounting inflationary pressures.
It’s no secret that Indian markets – like many others globally – have been on a wild ride so far in 2022, with inflation the latest threat to its recovering economy. In this month’s India-focused podcast, our host Narayan Shroff, Investment Director for Barclays Private Clients India, and Jean-Damien Marie, Global Co-Head of Investments at Barclays Private Bank, discuss how investors can buckle up for the potentially bumpy ride ahead, as well as casting their eyes over longer-term trends.
What do oil price shocks mean for portfolios? In this week’s podcast, Dorothee Deck, our Cross Asset Strategist, explores previous energy crises and which sectors have traditionally been the best and worst performers as a result of these events. While Henk Potts, our Market Strategist, looks at how movements in the Chinese markets and rate hikes from the US Federal Reserve and Bank of England could affect investors.
The deepening crisis in Ukraine, soaring energy prices, and the highest inflation in 40 years. But where next for markets? In this week’s podcast, Dorothee Deck, our Cross Asset Strategist, looks at how investors can protect their portfolios in a fast-moving environment. While Henk Potts, our Market Strategist, turns his gaze to the US Federal Reserve and Bank of England on the eve of potential interest-rate rises and their plans to fight inflation.
In this week’s podcast, Alexander Joshi, our behavioural finance expert, discusses how our emotional response to dramatic events can affect our investment decisions, and shares some practical steps on maintaining composure in volatile markets. Henk Potts, our Market Strategist, also assesses how the Ukraine conflict could affect the growth and inflation outlook.
In this week’s podcast, we consider what the deepening crisis in Ukraine could mean for investors. Julien Lafargue, our Chief Market Strategist, joins Henk Potts, Market Strategist, to discuss the potential impact on the macroeconomic outlook, as well as the importance of staying invested in these uncertain times.
With escalating Russia-Ukraine tensions and inflation worries testing investors’ nerves, our India podcast host Narayan Shroff, Investment Director at Barclays Private Clients India, looks at whether anything in our 2022 outlook for India has changed. He’s joined by guest Manoj Bajpai, Head of Equity Portfolio Management at Barclays Private Clients India, who shares his views on local equity markets, and portfolio positioning in these volatile times.
What’s driving strong demand for UK real estate? Stephen Moroukian, our Product and Proposition Director for Real Estate Financing, discusses all the latest UK property trends and what to expect in 2022.
Inflation continues to pre-occupy investors, but is it here to stay? In this week’s podcast, Fabrice Montagné, Chief UK Economist at Barclays Investment Bank, takes a deep dive into what’s driving up UK prices, while Julien Lafargue, our Chief Market Strategist, focuses on the US. Julien also considers how escalating Russia-Ukraine tensions could affect financial markets.
In this week’s podcast, Dorothee Deck, our Cross Asset Strategist, explains why the recent equity market sell-off should only be a short-term setback, and why small-cap stocks in particular could be ripe for recovery. And with inflationary pressures showing no sign of abating, Henk Potts, Market Strategist, shares our latest interest rate outlook for both sides of the Atlantic.
As uncertainty over the future path of US rates continues to drive market volatility, Michel Vernier, our Head of Fixed Income Strategy, discusses what we can expect from the Federal Reserve, and what it all means for bond investors. Henk Potts, Market Strategist, also looks at the latest earnings results and what’s been driving strong US growth.
With markets beginning the week on the back foot, Henk Potts, our Market Strategist, examines the data behind the unsettled start to the year. While Alex Joshi, our resident Behavioural Finance Specialist, shares his thoughts on improving your decision-making process in volatile times.
With the Indian economy rebounding from its Omicron test, our podcast host Narayan Shroff, Investment Director for Barclays Private Clients India, looks at how equity investors can position for opportunities in this volatile macro environment. He’s joined by guests – Rahul Bajoria, Barclays’ Chief Economist for India and the Antipodes, and Killol Pandya, Head of Fixed Income Portfolio Management at Barclays Private Clients India – as they mull over the upcoming budget, rising inflation and the implications for India’s bond markets.
In this week’s podcast, Julien Lafargue, our Chief Market Strategist, gives us the lowdown on the latest US earnings season, and how it could impact the broader equity market. And with US inflation hitting a 40-year high, Henk Potts, our Market Strategist, discusses the outlook for the country’s interest rates and the all-important US consumer.
In this week’s podcast, Dorothee Deck, our Cross Asset Strategist, reflects on last year’s winners and losers across asset classes, and considers what we can expect in 2022. Host Henk Potts, our Market Strategist, also shares his latest insights on US Federal Reserve policy, energy markets, and the potential path of the pandemic.
With US inflation hitting a multi-decade high, and the Federal Reserve striking a distinctly hawkish tone, Michel Vernier, our Head of Fixed Income Strategy, discusses the outlook for US interest rates and potential implications for fixed income investors. Henk Potts, our Market Strategist, also takes a look at policy easing in China and the latest UK GDP data.
Uncertainty around the new COVID-19 variant Omicron, combined with persistent inflation worries, made for a volatile week in financial markets. Listen in as Marek Raczko, FX Strategist at Barclays Investment Bank, joins host Henk Potts, Market Strategist, to discuss how these risks could affect foreign exchange markets, as well as the potential central bank response.
In this week’s podcast, Dorothee Deck, our Cross Asset Strategist, takes a deep dive into the outlook for equities in 2022. And with new COVID-19 variant Omicron sending shockwaves across markets last week, host Henk Potts, Market Strategist, discusses what it could mean for the global recovery and interest rates.
“Climate change is one of the biggest investment themes of our lifetimes.” Listen in as Damian Payiatakis, our Head of Sustainable and Impact Investing, reflects on the progress made at COP26, and how investors could protect the planet and their portfolios. Meanwhile, host Henk Potts, Market Strategist, discusses why a UK rate hike now looks imminent, as well as the latest US consumer trends.
2021 may have been the year of recovery, but what’s in store for 2022 and beyond for Indian markets? Our podcast host Narayan Shroff, Investment Director for Barclays Private Clients India, examines some of the key trends, disruptors and drivers of the economy and financial markets. While Julien Lafargue, Chief Market Strategist for Barclays Private Bank, considers the bigger picture and the key themes likely to play out on the global stage.
In this podcast – recorded as an exclusive guest chapter for this year’s Outlook 2022 report – Shenal Kakad, our Head of Private Markets, is joined by world-renowned architect Lord Norman Foster to discuss how rethinking urban design can help address some of the world’s most pressing environmental and social challenges.
In this week’s podcast, host Henk Potts, our Market Strategist, takes us on a whistle-stop tour of the global economy and the outlook for the major regions. Meanwhile, Julien Lafargue, our Chief Market Strategist, discusses the key investment themes and risks for the year ahead, and what all this could mean for investors’ portfolios.
As climate breakdown continues to hit home hard, it’s no exaggeration to say that our response over the next decade will likely shape the future of humanity. Given the urgency and scale of the crisis, collective global action funded by all forms of capital is essential. In this podcast, Juliet Agnew, our Head of Philanthropy, is joined by an expert panel of speakers to discuss the critical role that private capital, and in particular philanthropists, can play in addressing climate change.
What could COP26 mean for investors? Listen in as Damian Payiatakis, our Head of Sustainable and Impact Investing, discusses all the developments and implications from the first week of the conference. Host Julien Lafargue, our Chief Market Strategist, also gives an update on the latest central bank policy on both sides of the Atlantic.
As rising inflation continues to unsettle investors, we take a closer look at what it could mean for the UK’s economic recovery. In our latest podcast, Fabrice Montagne, Chief UK Economist at Barclays Investment Bank, joins Julien Lafargue, our Chief Market Strategist, to unpick all the latest UK data, as well as delving behind the headlines on last week’s UK Budget announcement.
In a week where global stocks recaptured their momentum, shaking off stagflation fears – for now at least – Henk Potts, our Market Strategist for Barclays Private Bank, looks at what’s next for markets. Alex Joshi, our resident Behavioural Finance Specialist, also provides techniques for blocking out short-term market noise and unhelpful investor distractions.
All eyes were on corporate earnings last week, as the US third-quarter results season got off to a flying start. In our latest podcast, Julien Lafargue, our Chief Market Strategist, discusses the outlook for earnings and key themes to watch, Henk Potts, our Market Strategist, talks us through the latest US consumer and inflation news, as well as the increased probability of a UK rate hike.
Join us for this month’s regional podcast as Narayan Shroff, Investment Director for Barclays Private Clients India, and Rahul Bajoria, Chief Economist for India and the Antipodes at Barclays, delve behind the headlines to make sense of the country’s strong economic recovery, as well as the macroeconomic challenges and opportunities that lie ahead.
Continued worries about surging energy prices and the threat of prolonged higher inflation saw bond yields spike last week. In our latest Markets Weekly podcast, Michel Vernier, our Head of Fixed Income Strategy, joins Henk Potts, Market Strategist, to discuss the outlook for US rates and what this could mean for investors.
Credit markets have been on a rollercoaster ride since the pandemic began. Mark Jenkins, Head of Global Credit at the Carlyle Group, runs us through the latest outlook for the asset class. And as surging energy prices continue to unsettle investors, Henk Potts, our Market Strategist, discusses their impact on China’s economy, as well as labour market trends in Europe and the US.
In this week’s podcast, Marvin Barth, Head of FX Strategy at Barclays Investment Bank, talks us through the latest risks and opportunities in the major FX markets, while Henk Potts, our Market Strategist, discusses the wider impact of troubled Chinese property developer Evergrande and the potential for rate hikes in the US and UK.
In this week’s podcast, Philippe Gudin, Senior Economist at Barclays Investment Bank, discusses the possible outcomes and policy implications. And with inflation easing in the US but hitting a nine-year high in the UK, Henk Potts, Market Strategist, explains the potential impact for investors.
Join Kapil Singhal, a renowned authority on private debt, as he shares his insights on the nascent market in this month’s India-focused podcast. While our host Narayan Shroff, rounds up the markets and focuses on an economy that’s on track to rebound sharply from the COVID-19 pandemic.
Damian Payiatakis previews the UN’s COP26 climate summit in November and what it could mean for investors, while Henk Potts, discusses the improving outlook for the Eurozone economy, as well as the latest UK consumer spending trends.
With investor risk appetite wavering last week, Henk Potts, Market Strategist, discusses what weaker US jobs data, as well as rising Eurozone inflation, could mean for the economic recovery and investors more broadly.
The US Federal Reserve looks set to pare back its bond-buying programme later this year, but what impact could it have on emerging market bonds?
Is the global economic rebound from peak COVID-19 disruption stalling as the Delta spread spooks investors?
Listen in to our latest Markets Weekly podcast as Alexander Joshi, our Behavioural Finance Specialist, reveals the tell-tale signs that you may have fallen into a trap. While Jai Lakhani, our Investment Strategist, examines the latest trends in financial markets.
We speak to serial entrepreneur turned investor Rehan Yar Khan, while host Narayan Shroff examines the openings for investors as the economic recovery solidifies.
In this week’s podcast, we cover Europe’s ambition to cut emissions by at least 55% by 2030.
In this week’s podcast, we cover interest rates, inflation, and eurozone government bonds.
Julien Lafargue examines the key trends behind Q2 figures, while Henk Potts looks at why stocks aren’t quite sizzling in the summer sun.
With house prices going through the roof following the lockdown boom, what’s next for the UK property market? Join Stephen Moroukian, our Head of Debt Advisory for Real Estate, and Henk Potts, our Market Strategist, as we also discuss the global economy and the darkening mood around inflation, as well as China’s mixed-signal recovery.
It’s the fear that haunts markets. But is inflation really going to scare investors as we emerge from the pandemic?
In this month’s India-focused podcast, join Narayan Shroff as he examines India’s markets, while Sunil Singhania looks at the sectors that could thrive post-pandemic.
Join our host Zoe Dare Hall, along with a panel of guests, as they reveal which postcodes have the prime pulling power.
Listen in as Julien Lafargue, our Chief Market Strategist, shares his latest investment thinking for 2021 and beyond. While Henk Potts, our Market Strategist, weighs up the here and now – the indicators running red hot on both sides of the Atlantic, and if rising oil prices really are an inflation risk.
In this week’s podcast, Marvin Barth gives his thoughts on the FX market, while host Henk Potts looks at why markets are shrugging off inflation fears.
Emma Turner speaks to surgeon David Nott OBE, about his time saving lives in the world’s worst warzones and more.
Join host Henk Potts, Market Strategist, and Jai Lakhani, Investment Strategist, as they analyse a dramatic trading week in the latest Markets Weekly podcast.
Join host Henk Potts, Market Strategist, and Julien Lafargue, Chief Market Strategist, to hear about this and more in our latest Markets Weekly podcast.
Enthusiasm returns for Indian assets as the country emerges from its deadly second wave of COVID-19, and why real estate could be enjoying its ‘Goldilocks moment’.
Join host Henk Potts, Market Strategist, and Michael Topley, Head of Sustainable Portfolio Management, where they discuss the ongoing tussle in markets between growth optimism and inflation fears.
Join host Henk Potts, Market Strategist at Barclays Private Bank, and special guest Vincent Policard, Partner and Co-Head of European infrastructure at global investment firm KKR, for this week’s Markets Weekly podcast.
Join host Julien Lafargue, Chief Market Strategist, and Michel Vernier, Head of Fixed Income Strategy, both of Barclays Private Bank, to discuss this and more on this week’s Markets Weekly podcast.
Join host Henk Potts, Market Strategist, and Jai Lakhani, Investment Strategist, both of Barclays Private Bank, to discuss this and more on this week’s Markets Weekly podcast.
In our first India-focused investment podcast, our host Narayan Shroff, Investment Director for Barclays Private Clients India, is joined by Manoj Bajpai, Heads of Equities at Barclays Private Clients India.
Join host Henk Potts, Market Strategist for EMEA, and Julien Lafargue, Chief Market Strategist, both of Barclays Private Bank, to discuss this and more on this week’s Markets Weekly podcast.
Join host Henk Potts, Market Strategist for EMEA at Barclays Private Bank, and special guest Dr Ben Caldecott, an expert in sustainable finance at Oxford University, for this week’s Markets Weekly podcast.
As cities emerge from the pandemic, we compare the prime property outlook for London and Paris.
What to consider when investing in hedge funds, and why bond investors are on edge. Join host Michel Vernier, Head of Fixed Income Strategy, and Heath Davies, Head of Hedge Funds, both of Barclays Private Bank, for this week’s Markets Weekly podcast.
Join host Jai Lakhani, Investment Strategist, and Michel Vernier, Head of Fixed Income Strategy, both of Barclays Private Bank for this and more in this week’s Markets Weekly podcast.
In this week’s Markets Weekly podcast, we discuss the latest investing trends with host Jai Lakhani, Investment Strategist with Barclays Private Bank, and Marvin Barth, Head of FX and Emerging Markets Macro Strategy for Barclays Investment Bank.
In this week’s Markets Weekly podcast, our host Henk Potts, Market Strategist for EMEA, is joined by Stephen Moroukian, Product and Proposition Director, both from Barclays Private Bank. They analyse the outlook for the property sector as the UK inches towards recovery.
In this week’s Markets Weekly podcast, our host Henk Potts, Market Strategist for EMEA, is joined by Jai Lakhani, Investment Strategist, both from Barclays Private Bank. They analyse the tech sector and prospects for investors.
In this week’s Markets Weekly podcast our host Henk Potts, Market Strategist, EMEA, discusses this with Jai Lakhani, Investment Strategist, both at Barclays Private Bank. They analyse the rise in oil prices and discuss how investors should position their portfolios.
How has the charity sector been impacted by the pandemic? Emma Turner and Angela Kail look at how the sector has been impacted by the pandemic.
In this week’s Markets Weekly podcast, our host Henk Potts, Market Strategist for EMEA, Barclays Private Bank, is joined by Fabrice Montagne, Chief UK and Senior European Economist, Barclays Investment Bank.
In this week’s Markets Weekly Podcast our host Henk Potts, Market Strategist, EMEA, Barclays Private Bank discusses this with Neil Malik, Founder and Chief Executive Officer of K1 Investment Management.
In this week’s Markets Weekly Podcast our host Gerald Moser, Chief Market Strategist, discusses this with Julien Lafargue, Head of Equity Advisory, both at Barclays Private Bank.
In this week’s Markets Weekly Podcast our host Gerald Moser, Chief Market Strategist at Barclays Private Bank, discusses this with Marvin Barth, Head of FX and Emerging Markets Macro Strategy at Barclays Investment Bank.
In this week’s Markets Weekly podcast, our host Henk Potts, Market Strategist for EMEA, is joined by Alex Joshi, Behavioural Finance Specialist, both from Barclays Private Bank. They analyse the role of emotions in the investment process what lessons investors can learn from this time.
In this week’s Markets Weekly podcast, our host Henk Potts, Market Strategist for EMEA, is joined by Michel Vernier, Head of Fixed Income, both from Barclays Private Bank. They discuss regulatory controls likely to be imposed, following market manipulation fuelled by social media users and how investors can take advantage of yield curve fluctuations.
An island lifestyle, attractive tax benefits and minimal impact from the pandemic are just some of the attributes drawing prime property buyers to the Channel Islands and Isle Man.
In this week’s Markets Weekly podcast, Henk Potts, Market Strategist for EMEA, is joined by Damian Payiatakis, Head of Sustainable and Impact Investing, both from Barclays Private Bank. They discuss the Biden administration’s likely impact on growth prospects and a green recovery.
The incredible Dame Stephanie Shirley CH DBE FREng FBCS, tells us how she came to the UK as an unaccompanied child refugee and how her passion and determination empowered her to become a successful entrepreneur and philanthropist.
In this week’s Markets Weekly podcast, Henk Potts, Market Strategist for EMEA, is joined by Gerald Moser, Chief Market Strategist, both from Barclays Private Bank. Potts looks at what investors can expect from Biden’s administration, with a particular focus on the recently announced stimulus package. He also explores China’s resilient export and growth figures.
Tune in to hear Henk Potts, Market Strategist for EMEA, and Julien Lafargue, Head of Equity Strategy, both from Barclays Private Bank, discuss this and the surprise conclusion to the OPEC+ meeting in this week’s Market Weekly podcast. LaFargue also shares his expectations for equities in 2021, commenting on likely pockets of opportunity.
In our first Markets Weekly podcast of 2021, Henk Potts, Market Strategist for EMEA, is joined by Gerald Moser Chief Market Strategist, both are from Barclays Private Bank. They look back at the economic highlights of 2020, summarise the Brexit trade deal, the US stimulus package and discuss what this means for investors in the year ahead. In the focus segment, Gerald provides an outlook for equities in 2021 and shares his view on the key investment opportunities for investors.
In our final Markets Weekly podcast of 2020, Henk Potts, Market Strategist for EMEA, is joined by Peter Gordon, Head of Government Relations at Barclays Private Bank. They discuss whether the UK and EU will be able to reach a deal at such a late stage and what that may look like.
Our panel of experts explore the gender bias prevalent in succession planning and provide guidance on how families can become more inclusive.
In this week’s Markets Weekly podcast Henk Potts, Market Strategist for EMEA at Barclays Private Bank, is joined by Jai Lakhani, Investment Strategist, Barclays Private Bank. They discuss what’s driving this rally and if the future of oil prices, Brexit and the UK spending review will dampen markets as we go into December.
In this week’s Markets Weekly podcast Henk Potts, Market Strategist for EMEA, is joined by Jai Lakhani, Investment Strategist, Barclays Private Bank. They discuss what’s driving the current rally and if the future of oil prices, Brexit and the UK spending review will dampen markets as we go into December.
Hear about the fascinating history of philanthropy and its relevance today. In this episode, Paul Vallely, who has an international reputation as a commentator, journalist and author on religion, society and ethical issues speaks to Emma Turner, Director of Barclays Private Bank Philanthropy Service.
In this week’s Markets Weekly podcast Henk Potts, Market Strategist for EMEA, is joined by Sophie Wheeler-Traherne, Vice President of Government Relations - both from Barclays Private Bank. They discuss the increasing hopes of a UK deal with the EU, look at what this deal could look like and what realistically can be achieved in the remaining weeks.
In this episode, Emma Turner, speaks to Lord Jim O’Neill, British economist and former chairman of Goldman Sachs Asset Management. Lord O’Neill is the Founding Trustee and Board Member of the UK educational charity, SHINE, which helps children across the North of England to achieve the best possible qualifications so they leave school with real choices in their future lives.
In our latest podcast, Henk Potts, Market Strategist for EMEA, Barclays Private Bank, and Julien Lafargue, Head of Equity Strategy discuss recent market movements and take a closer look at this year’s Q3 earnings data.
In our latest Markets Weekly podcast, Henk Potts and Christian Keller discuss the US election, as well as the future of the US economy for the coming months.
Explore the allure of Monaco and the French Riviera in the third episode of our prime property podcast, Real Estate Realities, with journalist Zoe Dare Hall.
In our latest Markets Weekly podcast Henk Potts, EMEA Market Strategist, discusses with Gerald Moser, our Chief Market Strategist, what needs to happen to bring in this change.
With Brexit looming, Gerald Moser, Chief Market Strategist at Barclays Private Bank and Russ Steenberg, MD and Global Head of BlackRock Private Equity Partners, discuss the pros and cons of investing in Europe and the key themes that have emerged since the start of the year.
Emma Turner speaks to Alexandre Mars, an entrepreneur, author and philanthropist who has been called the Bill Gates of Europe.
Alexandre has launched and sold several start-ups across the world and harnessed his success to found Epic, a global charity that fights to change the lives of disadvantaged youth.
Impacting investing is set to double over the next five years. Henk Potts, our Market Strategist for EMEA and Damian Payiatakis, Head of Sustainable and Impact Investing, discuss the key drivers behind this demand.
Can central banks reflate the global economy? Henk Potts, our Market Strategist for EMEA and Jai Lakhani, Investment Strategist discuss the outlook for inflation and how investors should be positioned. Recorded Monday 12 October 2020.
Is lockdown prompting an exodus from London? In the second episode of Real Estate Realities, the Barclays Private Bank podcast devoted to prime property, we’ve looked at trends in prime and super prime property markets outside of London.
Join property journalist Zoe Dare Hall as we explore the UK’s luxury residential markets and ask the experts for their thoughts on the trends and opportunities in the wake of the COVID-19 pandemic.
In this episode we’re joined by Lucian Cook, Director of Residential Research at Savills; Alex Goldstein, an Independent Property Consultant based in Harrogate; and Stephen Moroukian, Product and Proposition Director at Barclays Private Bank.
In this episode Director of Barclays Private Bank Philanthropy Service, Emma Turner, speaks to Steve Morgan about his foundation’s mission to deliver social change and improve the lives of vulnerable and disadvantaged people.
Join property journalist Zoe Dare Hall in the first episode of Real Estate Realities, the podcast devoted to prime property, from Barclays Private Bank. In this series we’ll explore the state of luxury residential markets around Europe, and ask the experts for their thoughts on the trends, luxury opportunities and prices in the wake of the COVID-19 pandemic.
Starting in London, Zoe is joined by Jo Eccles, founder and MD of the private luxury real estate buying agency, SP Property Group; Tim Hyatt, Head of UK residential at Knight Frank; and Stephen Moroukian, Product and Proposition Director at Barclays Private Bank.
Emma Turner, Director of Barclays Private Bank Philanthropy Service, in conversation with Cath Dovey, Co-founder, Beacon Collaborative.
Finding a vaccine is, of course, something that everyone would like to see, but it is also a key topic for financial markets. Barclays' Gerald Moser speaks with Adrian Hill, director of the Jenner Institute, on the complixities of developing a vaccine.
Individuals worldwide are experiencing unprecedented wealth, while other face unprecedented poverty. Find out how to ensure charity donations have the maximum impact.
Over the past century we’ve managed to double average life expectancy but we have never exceeded the 122 year record set by French supercentenarian Jeanne Calment. In this Barclays Private Bank podcast we speak to specialists from across the world to understand how longer lifespans could soon be a reality and what this means for the way we live, work and invest.
Ashley Whitfield talks to Emma Turner, Director of Philanthropy at Barclays about the future of giving and how to engage and encourage the next gernation of philanthropists.