Best Barclays UK Investment Insights Podcasts (2024)

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#266 Has the UK turned a corner? 8:32

7h ago8:32

8:32

In addition to discussing recent global markets news, Sophie Barrington and Francis Addai take a closer look at the UK. With inflation falling, and having emerged from a short recession, are things finally looking up?To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/For…

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#265 Stings in the tail 21:29

12d ago21:29

21:29

With stubbornly high US inflation jolting markets, Will Hobbs and Miles Sherry use this week’s podcast to discuss curveballs and risks for investors in 2024. From elections to conflict, the path ahead may be unpredictable but to what extent might investors need to change tack?To read Barclays Private Bank's "Outlook 2024" report, visit https://priv…

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#264 End of term report 21:35

14d ago21:35

21:35

With the first three months of 2024 behind us, Will Hobbs reflects on the Q1 drivers and detractors for global investors. Sophie Barrington also asks him about the outlook for Q2 as major elections loom and geopolitics continue to catch the eye.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/20…

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#263 Mood check 12:07

27d ago12:07

12:07

Does current investor sentiment tally with the reality in markets? Why are Japanese stocks on a roll? And what are the risks of returns being driven by a very narrow concentration of stocks? Tune in as Francis Addai and Miles Sherry answer these questions and more.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barc…

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#262 The rate cut conundrum 12:05

1M ago12:05

12:05

With three of the world’s major central banks having opted against cutting interest rates, Will Hobbs and Sophie Barrington reflect on the latest signals and market reactions. They also discuss politics and cyclical investment trends. Tune in to find out more.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.…

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#261 Up, up and aw-AI 25:31

1M ago25:31

25:31

This week’s podcast looks at AI, amid growing signs that the hype is justified. Will Hobbs and Miles Sherry also discuss two more things on the up, but in a very different sense – UK growth and US inflation. How could investors interpret the latest data?To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/in…

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#260 Spring Budget 2024 14:41

2M ago14:41

14:41

What might the latest Budget mean for you? Will Hobbs, Clare Francis and Miles Sherry review the big announcements from Westminster, and their potential implications for savers and investors.To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/For Barclays Investment Bank's "Q1 2024 Global O…

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#259 Spotlight on China and Japan 19:41

2M ago19:41

19:41

In our latest podcast, Will Hobbs is back in the studio with Miles Sherry. This week, they cast their eyes eastwards, with a fascinating look at the opportunities and challenges for investors seeking exposure in Asia. Is the investment case still there?To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/20…

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#258 Decisions, decisions, decisions 10:41

2M ago10:41

10:41

Sophie Moody quizzes Luke Pearce on the common questions we’re being asked right now. Topics include: Investing versus cash, emerging market equities, US rate cuts and so-called ‘known unknowns’. Tune in to find out more.To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/For Barclays Inves…

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#257 Curb your enthusiasm 23:11

2M ago23:11

23:11

What are the implications of a UK recession? And has recent inflation progress offered false hope? Plus, are markets really bothered about the race to the White House? Join Will Hobbs and Sophie Moody to find out more.To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/For Barclays Investme…

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#256 Broken China? 17:33

3M ago17:33

17:33

This week we look at the good, the bad, and the ugly in the global economy today. From the struggles of China and Germany, to the gravity-defying US and more. Is it a world of pain or hope for investors?To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/For Barclays Investment Bank's "Q1 2…

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#255 Are we nearly there yet? 22:58

3M ago22:58

22:58

If inflation is easing off, why are rate cuts still on ice? And with corporate earnings season in full swing, will ‘Big Tech’ keep marching on? Tune in to hear Will Hobbs and Miles Sherry in another must-listen episode.To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/For Barclays Investm…

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#254 Unfinished business 18:29

3M ago18:29

18:29

Will Hobbs and Miles Sherry pick up where they left off last week. As well as pondering recent global headlines, they turn their attention to Emerging Markets and China. What role might they play for investors in 2024?To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/For Barclays Investme…

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#253 What on earth is going on? 26:24

3M ago26:24

26:24

From Bitcoin to elections, and inflation to conflict, Will Hobbs and Miles Sherry join forces to make sense of an eye-catching start to the year. Should investors brace for another unpredictable 12 months?To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/For Barclays Investment Bank's "Q1…

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#252: What will the central banks do next? 10:22

4M ago10:22

10:22

Will Hobbs (Head of UK Multi-Asset Wealth) talks to Ryan Blute (Managing Director, PIMCO) about another year with central bankers centre stage for investors.To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/For Barclays Investment Bank's "Q1 2024 Global Outlook" visit www.cib.barclays/our…

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#251: JP Morgan and Schroders – What can UK investors expect in 2024? 18:28

4M ago18:28

18:28

Will Hobbs (Head of UK Multi-Asset Wealth), Karen Ward (Chief Market Strategist at JP Morgan Asset Management), and Nick Kirrage (Co-head Global Value Team at Schroders) talk about the investment outlook for 2024, including what we can expect from AI, US productivity, and how much geopolitical risk has been priced in the markets.To read Barclays Pr…

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#250: Principal Financial – Could geopolitical volatility change how we invest? 22:57

5M ago22:57

22:57

Will Hobbs (Head of UK Multi-Asset Wealth) talks with Eric Shimp (International Government Affairs for Principal Financial Group) about whether events such as upcoming elections, the rise of China, and the decline of US economic dominance could change the way we invest.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank…

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#249: Aubrey Capital – What are the challenges of investing in China? 15:11

5M ago15:11

15:11

Will Hobbs (Head of UK Multi-Asset Wealth) talks with Camellia Huang (Investment Analyst at Aubrey Capital Management) about the unique opportunities and challenges of investing in China.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/For Barclays Investment Bank's "Q…

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#248: Autumn Statement Reaction 10:41

5M ago10:41

10:41

In this special episode, Sarah Gresty (Head of Investments), Clare Francis (Director of Savings and Investments), and Luke Pearce (Senior Investment Strategist) share their insights, perspectives, and candid conversation on how today’s announcement (22 November 2023) could affect investors and what changes may lie ahead.To read Barclays Private Ban…

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#247: Should UK investors still expect global economic growth? 10:34

5M ago10:34

10:34

We look at how the latest fall in US inflation, a struggling Chinese economy, and persistent fears of recession could be affecting a global economic outlook, with Maya Welford (Behavioural Finance Expert) and Will Hobbs (Chief Investment Officer). To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights…

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#246: How could the slowing of inflation affect UK Investors? 16:07

6M ago16:07

16:07

We discuss whether central banks are successfully reigning in inflation and what the future of interest rates may mean for investors, with Maya Welford (Behavioural Finance Expert), Alan Budenberg (Investment Consultant), and Francis Addai (Senior Investment Strategist).To find out about starting your investment journey with Barclays, visit www.bar…

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#245: M&G – Will we soon see a cut in interest rates or could they start to rise again? 20:55

6M ago20:55

20:55

Will Hobbs (Chief Investment Officer) talks with David Parsons (Head of Public Fixed Income Investment Specialists at M&G) about whether interest rates have peaked and, if so, will central banks start cutting them soon, or are there more clouds on the horizon for the global economy?To find out about starting your investment journey with Barclays, v…

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#244: Morgan Stanley – How do you choose investments in a volatile world? 33:23

6M ago33:23

33:23

Miles Sherry (Wealth Manager) asks Laura Bottega (Chief Operating Officer of International Equities at Morgan Stanley) and Will Hobbs (Chief Investment Officer) questions posed by investors, including how they should invest in a volatile world, could today’s big companies lose their dominant positions, and if a diversified investment is still the b…

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#243: BlueBay - How do high interest rates and inflation change the way we invest? 30:59

6M ago30:59

30:59

Chris Bamford (Portfolio Manager) talks to Mark Dowding (Chief Investment Officer at BlueBay Asset Management) and Jean-Paul Jaegers (Head of Asset Allocation) about the role of high-quality fixed income within diversified portfolios. They also explore inflation, labour markets, the latest expectations for interest rates, and what it all may mean f…

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#242: Should investors prepare for another rise in inflation? 13:28

6M ago13:28

13:28

We talk about the latest market news, the possible return of higher oil prices and rising inflation, and the outlook for the world economy, with Sarah Gresty (Head of Investments) and Will Hobbs (Chief Investment Officer).To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investmentsYou can also follow us on …

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#241: Should investors still worry about chaotic markets and a coming recession? 13:31

7M ago13:31

13:31

We look at whether fears of recession have faded and consider what investors should learn from another chaotic week in markets, with Miles Sherry (Wealth Manager) and Will Hobbs (Chief Investment Officer).To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investmentsYou can also follow us on LinkedIn for more…

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#240: Can economic resilience continue in the face of soaring interest rates? 9:02

7M ago9:02

9:02

We discuss what is driving interest rates higher when inflation appears to be softening and why financial markets are banking on economic resilience, with Maya Welford (Behavioural Finance Expert) and Jean-Paul Jaegers (Head of Asset Allocation).To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investmentsYo…

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#239: Has the Bank of England signalled that we’ve reached the peak in interest rate rises? 20:59

7M ago20:59

20:59

We look at the Bank of England’s decision to pause its interest rate rises and if the old adage “Sell in May” is still bearing fruit, with Miles Sherry (Wealth Manager) and Will Hobbs (Chief Investment Officer).To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investmentsYou can also follow us on LinkedIn fo…

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#238: Goldman Sachs – How do investment themes reveal opportunities to investors? 23:41

7M ago23:41

23:41

Will Hobbs (Chief Investment Officer) speaks with Luke Barrs (Global Head of Client Portfolio Management, Goldman Sachs Asset Management) about possible investment themes, such as the prospects for a global manufacturing shift away from Asia, and how to gauge what investments are best positioned to thrive in a changing environment.To find out about…

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#237: Should markets be wary of a dominant China and global tech giants? 13:56

7M ago13:56

13:56

We discuss the impact of rising inflation and oil prices on the market, as well as how the dominance of China and tech giants affects competition and innovation, with Maya Welford (Behavioural Finance Expert) and Will Hobbs (Chief Investment Officer).To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investme…

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#236: Polar Capital - Can high interest rates be good for investors? 16:20

7M ago16:20

16:20

Will Hobbs (Chief Investment Officer) talks with Nick Brind (Fund Manager, Polar Capital) about how the rise and fall of interest rates affect the financial sector and whether we could be entering a new era of persistently high interest rates.To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investmentsYou c…

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#235: Jupiter Asset Management - Why is the price of gold so important to investors? 20:16

8M ago20:16

20:16

Will Hobbs (Chief Investment Officer) speaks with Ned Naylor-Leyland (Fund Manager, Head of Gold & Silver at Jupiter Asset Management) about the role that precious metals play in investment portfolios and what the rise and fall in their prices says about the prevailing markets.To find out about starting your investment journey with Barclays, visit …

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#234: Lord Abbett - What is driving the rising demand for bond investments? 22:45

8M ago22:45

22:45

Will Hobbs (Chief Investment Officer) meets Frank Paone (Head of Global Investor Services – non-US at Lord Abbett) and Kewjin Yuoh (Partner at Lord Abbett) to discuss where the recent increase in the appetite for investing in bonds has come from and what investors should know about rising bond duration and yields.To find out about starting your inv…

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#233: Downing - What challenges do investors face in the UK small and medium-sized market? 15:04

8M ago15:04

15:04

Will Hobbs (Chief Investment Officer) talks with Judith Mackenzie (Head of Downing Fund Managers) about how she and her team decide on which companies to invest in, as well as the opportunities and pitfalls of investing in the UK market.To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investmentsYou can als…

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#232: Why do investors still think it’s a good time to remain invested? 21:29

8M ago21:29

21:29

This week, we discuss the latest topics that are troubling investors – from how investments can compete with rising cash rates to growing geopolitical fears and uncertainties – and how these can affect investment decisions, with Maya Welford (Behavioural Finance Expert), Miles Sherry (Wealth Manager), and Will Hobbs (Chief Investment Officer).To fi…

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#231: How do your biases affect your investment performance? 21:10

8M ago21:10

21:10

We talk about how behavioural biases can affect investors and what you can do to defend against them, with Maya Welford (Behavioural Finance Expert), Stephen Peters (Senior Investment Specialist), and Will Hobbs (Chief Investment Officer).To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investmentsYou can a…

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#230: Where are the opportunities in Asian markets? 21:16

8M ago21:16

21:16

We look at the investment opportunities in Asian stock markets, where the potential risks may lie and what to consider when investing across the region with Maya Welford (Behavioural Finance Expert), Rob Mansell (Senior Investment Manager) and Sean Markowicz (Investment Strategist).To find out about starting your investment journey with Barclays, v…

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#229: Should I consider adding bonds into my portfolio? 19:18

9M ago19:18

19:18

We discuss the bond market, why investing in bonds may be beneficial in the current environment, the risks involved and what to consider if you are investing in bonds with Maya Welford (Behavioural Finance Expert), Chris Bamford (Head of Fixed Income Manager Selection) and Alan Budenberg (Investment Consultant).To find out about starting your inves…

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#228: What are the investment opportunities in the US? 17:49

9M ago17:49

17:49

We talk about how the US has managed to subdue inflation and remain a leading global market, as well as where opportunities may be for investors, with Sarah Gresty (Head of Investments), Stephen Peters (Senior Investment Specialist), and Francis Addai (Senior Investment Strategist).To find out about starting your investment journey with Barclays, v…

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#227: What are clients asking us about our latest strategic and tactical changes? 14:14

9M ago14:14

14:14

We discuss what our clients and customers are asking us about our recent Strategic Asset Allocation update and our latest tactical views, with Sarah Gresty (Head of Investments), Miles Sherry (Wealth Manager), and Luke Pearce (Senior Investment Strategist).To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/in…

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#226: JP Morgan- Has the world of interest rates become more interesting for fixed income investors? 16:05

9M ago16:05

16:05

Jean-Paul Jaegers (Head of Asset Allocation) talks with Iain Stealey (CIO for Global Fixed Income at J.P. Morgan Asset Management), unpacking some insights into the world of investing as a fixed income team and how high inflation and interest rates create investment opportunities. They also explore what to look out for on the horizon.To find out ab…

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#225: How is the investment landscape shaping the strategic asset allocation? 9:28

10M ago9:28

9:28

We discuss how the changing investment landscape, higher interest rates, and stubborn inflation is influencing Barclays Wealth’s Strategic Asset Allocation, with Maya Welford (Behavioural Finance Expert), Paul Wesson (Senior Quantitative Strategist), and Jean-Paul Jaegers (Head of Asset Allocation).To find out about starting your investment journey…

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#224: How high will interest rates go and will there be a recession? 13:48

10M ago13:48

13:48

We look at how high inflation and even higher interest rates are affecting the UK economy and stock market, as well as whether the UK is prepared for a recession, with Sarah Gresty (Head of Investments) and Francis Addai (Senior Investment Strategist).To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investm…

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#223: MFS Investment Management - What should investors know about investing in energy? 22:37

10M ago22:37

22:37

This week, we talk about what is happening in the energy market, what the future looks like for investing in energy companies, and whether commodities are still good diversifiers for investments, with Sarah Gresty (Head of Investments), James Neale (Sector Specialist and Senior Research Analyst at MFS Investment Management), and Sean Markowicz (Sen…

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#222: Loomis Sayles - How do investors choose what US companies to invest in? 12:00

10M ago12:00

12:00

Will Hobbs (Chief Investment Officer) talks with Hollie Briggs (Head of Global Product Management at Loomis Sayles) about investing in US shares, how she and her team select the companies to invest in, and what future opportunities may be found in the US market.To find out about starting your investment journey with Barclays, visit www.barclays.co.…

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#221: ARX Investimentos - What are the challenges of investing in emerging markets? 12:23

10M ago12:23

12:23

Will Hobbs (Chief Investment Officer) talks to Rogério Poppe (CEO of ARX Investimentos) about the opportunities and challenges of investing in Brazilian shares, as well as reviewing the latest sharp rise in the Bank of England’s interest rate and whether investors should worry about the UK’s rising debt.To find out about starting your investment jo…

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#220: Baillie Gifford - Value vs. growth: Where is the future of growth investing? 18:50

10M ago18:50

18:50

In the second of two podcasts looking at value versus growth investing, Will Hobbs (Chief Investment Officer) talks to Stuart Dunbar (Partner at Baillie Gifford) about what is a growth investment, what investors look for in growth stocks, and what the future looks like for growth and value investing.To find out about starting your investment journe…

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#219: Schroders - Value vs. growth: Is the search for value still relevant? 17:13

10M ago17:13

17:13

In this first of two podcasts looking at value versus growth investing, Will Hobbs (Chief Investment Officer) talks to Roberta Barr (Head of Value Team ESG and Fund Manager at Schroders) about what defines value investing, the challenges of identifying value stocks, and what drives a successful value investor.To find out about starting your investm…

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#218: Does bad news lead investors to make bad decisions? 14:19

11M ago14:19

14:19

We discuss the significant challenges facing China and the US, and how the precarious global economy may lead investors to reach the wrong conclusions, with Sarah Gresty (Head of Investments), Maya Welford (Behavioural Finance Expert), and Will Hobbs (Chief Investment Officer).By Barclays

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#217: Has inflation (finally) passed its peak? 9:47

11M ago9:47

9:47

We look at the latest news from US, the impact of rampant inflation in the UK and elsewhere, and if opportunities to invest in AI (artificial intelligence) are already becoming apparent, with Sarah Gresty (Head of Investments) and Will Hobbs (Chief Investment Officer).To find out about starting your investment journey with Barclays, visit www.barcl…

Podcasts Worth a Listen

Barclays UK Investment Insights Podcasts

Podcasts Worth a Listen

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