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 pas…

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 invest…

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 E…

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 …

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-quart…

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, e…

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 dec…

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 t…

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 …

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 prov…

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 enterpr…

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 …

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 employme…

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 i…

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 …

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 devel…

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', …

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 develop…

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 f…

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 I…

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…

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…

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 f…

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 f…

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…

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 …

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 ref…

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 Eu…

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 …

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…

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 podca…

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 Cen…

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 pod…

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 …

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.…