Best Barclays Bank Investment Insights Podcasts (2024)

1
#278 AI bubble? 19:11

2d ago19:11

19:11

With recession risks seemingly on the rise again, Sophie Barrington and Will Hobbs take a look at worries about another tech bubble. They also consider the likely next steps in the race for the Oval Office and share some thoughts on the aftermath of the French and British elections.To read Barclays Private Bank's "Outlook 2024" report, visit https:…

1
Will investors benefit from the 'equitification' of credit markets? 14:51

3d ago14:51

14:51

Corporate bond and loan markets have traditionally been rigid when compared to equity markets, characterised by low liquidity, low trading volumes and higher transaction costs. In recent years, the explosion of credit ETFs and the growth of private credit markets has meant all that is changing, causing what our Research analysts call the ‘equitific…

1
#277 The dawn of a new era 17:47

8d ago17:47

17:47

Unsurprisingly, this week’s podcast examines the news that Sir Keir Starmer has won the keys to Number 10, and will now lead a Labour government. Tune in as Will Hobbs and Sonia Fernandes reflect on an historic election and the potential implications for investors and wealth holders.To read Barclays Private Bank's "Outlook 2024" report, visit https…

1
#276 The highs and the lows 11:08

16d ago11:08

11:08

Why is the Japanese Yen depreciating at an eye-catching rate? What’s driving global markets at the moment? And how can investors contextualise the fast-approaching UK election? Sophie Barrington and Francis Addai join up in the studio this week to explore these questions, and more.To read Barclays Private Bank's "Outlook 2024" report, visit https:/…

1
#275 Voters, investors and forecasters 19:19

22d ago19:19

19:19

Miles Sherry returns to hosting duties this week and his focus is on the General Election. Tune in as he asks Sonia Fernandes about polls, manifestos and more. While Luke Pearce provides the investor perspective, and takes a closer look at the current state of the UK economy.To read Barclays Private Bank's "Outlook 2024" report, visit https://priva…

1
#274 Plus ça change? 14:31

1M ago14:31

14:31

The world of investments is rarely dull or static, but with so much change on the horizon for investors in 2024, how much of it is worth paying attention to? This week, Will Hobbs and Sophie Barrington discuss elections, latest inflation numbers, and recent surges in financial markets. It’s another not-to-be-missed episode.To read Barclays Private …

1
#273 The second most important economy… 30:10

1M ago30:10

30:10

There’s a special guest in the studio this week, as Will Hobbs and Sophie Barrington welcome Andy Rothman from Matthews Asia. Among other things, their focus is on China and they explore domestic trends and global influence. Does the investment case stack up?To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.c…

1
#272 The half-way line 19:38

1M ago19:38

19:38

Tune in as Will Hobbs and Sophie Barrington reflect on the first six months of the year, and question whether major elections coming down the line should have any impact at all on investor decision-making.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/To read insight…

1
#271 A summer of choices 11:29

2M ago11:29

11:29

July suddenly got a lot busier in the UK, but could the Bank of England also elect a new path that month? This week, Francis Addai and Sophie Barrington ponder the timing of UK interest rate cuts. And they ask if Japan’s equity market hype is overblown.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/ins…

1
#270 Is the US nearing an Icarus moment? 12:46

2M ago12:46

12:46

As US stocks soar to new highs, how much longer could the stellar performance last? And does a cooling US economy reignite inflation fears? Find out as Will Hobbs and Sarah Barrington reflect on price pressures and key signals in the world’s most important economy.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barc…

1
#269 In conversation with Anthony Kingsley 27:19

2M ago27:19

27:19

This week’s podcast features another special guest, as Will Hobbs is joined by one of the Founding Partners of Findlay Park. Tune in as they discuss today’s investment climate, and the mechanics involved in being a long-term, diversified investor.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/…

1
#268 In conversation with Ken Stuzin 33:34

2M ago33:34

33:34

Will Hobbs is joined by special guest Ken Stuzin from the investment firm Brown Advisory. They discuss investment conditions and strategies today, and explain how funds like Ken’s adapt to shifts in the market and asset class trends.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/…

1
#267 All eyes on corporate America 23:44

3M ago23:44

23:44

Some of the biggest household names – from Tesla to Meta – have given us a snapshot of their finances. Seen as a bellwether for the US economy, and even the global economy, what can investors glean from the latest US earnings season? Will Hobbs and Sophie Barrington crunch the numbers.To read Barclays Private Bank's "Outlook 2024" report, visit htt…

1
Can consumers curb their carbon addiction? 16:07

3M ago16:07

16:07

US carbon emissions are down c.20% from their peak over the past 20 years, thanks primarily to efficiency gains, such as increased miles per gallon for cars, switching to LED lights and moving towards high-efficiency boilers. Further emission reductions will require more changes from consumers on a number of fronts, such as switching from fossil fu…

1
#266 Has the UK turned a corner? 8:32

3M 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…

1
#265 Stings in the tail 21:29

3M 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…

1
#264 End of term report 21:35

3M 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…

1
#263 Mood check 12:07

4M 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…

1
#262 The rate cut conundrum 12:05

4M 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.…

1
#261 Up, up and aw-AI 25:31

4M 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…

1
Can the Fed take credit for declining inflation? 20:11

4M ago20:11

20:11

Inflation in the US peaked at around 9% in 2022, and by January 2024, CPI inflation had fallen to 3.1%. This dramatic reduction was achieved without triggering a widely expected recession. Does the Fed’s interest rate hiking cycle deserve credit for this correction, or were other market forces responsible for the generally positive economic outcome…

1
#260 Spring Budget 2024 14:41

4M 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…

1
#259 Spotlight on China and Japan 19:41

4M 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…

1
#258 Decisions, decisions, decisions 10:41

5M 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…

1
#257 Curb your enthusiasm 23:11

5M 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…

1
#256 Broken China? 17:33

5M 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…

1
Can AI solve the modern productivity puzzle? 19:27

5M ago19:27

19:27

In episode 60 of The Flip Side, Hiral Patel, Head of Sustainable & Thematic Research, talks to Christian Keller, Head of Economics Research, about the extent to which and pace at which AI could boost productivity levels globally.They explore the potential costs and benefits to businesses and societies, as well as the range of public policy changes …

1
#255 Are we nearly there yet? 22:58

5M 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…

1
#254 Unfinished business 18:29

6M 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…

1
#253 What on earth is going on? 26:24

6M 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…

1
#252: What will the central banks do next? 10:22

7M 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…

1
Is US debt reaching crisis levels? 19:47

7M ago19:47

19:47

Warnings that rising US national debt levels are reaching a crisis point have waxed and waned for decades. In Flip Side podcast, our analysts discuss urgent questions about whether the current US government debt is sustainable.By Barclays Investment Bank

1
#251: JP Morgan and Schroders – What can UK investors expect in 2024? 18:28

7M 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…

1
#250: Principal Financial – Could geopolitical volatility change how we invest? 22:57

7M 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…

1
#249: Aubrey Capital – What are the challenges of investing in China? 15:11

8M 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…

1
#248: Autumn Statement Reaction 10:41

8M 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…

1
#247: Should UK investors still expect global economic growth? 10:34

8M 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…

1
#246: How could the slowing of inflation affect UK Investors? 16:07

8M 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…

1
#245: M&G – Will we soon see a cut in interest rates or could they start to rise again? 20:55

8M 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…

1
#244: Morgan Stanley – How do you choose investments in a volatile world? 33:23

9M 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…

1
#243: BlueBay - How do high interest rates and inflation change the way we invest? 30:59

9M 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…

1
Are equity markets out of sync with the economy? 14:56

9M ago14:56

14:56

Stock prices across the developed world are generally higher this year, after falling sharply in 2022. Inflation and the pace of interest rate hikes have slowed. Yet equity markets have proven volatile in recent months, with big positive and negative swings that have not always correlated with the latest economic news.In episode 58 of The Flip Side…

1
#242: Should investors prepare for another rise in inflation? 13:28

9M 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 …

1
#241: Should investors still worry about chaotic markets and a coming recession? 13:31

9M 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…

Podcasts Worth a Listen

Barclays Bank Investment Insights Podcasts

Podcasts Worth a Listen

Quick Reference Guide