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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
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This podcast series features a lively debate between two of Barclays’ Research analysts taking opposing viewpoints on timely topics of importance to economies and businesses around the globe. By hearing arguments and insights on both sides, we hope you will come away with a greater understanding of the economic implications of sometimes polarizing issues. For more insights from our experts: https://www.ib.barclays
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Welcome to Word on the Street, a weekly podcast from Barclays Bank where our experts help ordinary investors make sense of the latest news and events impacting the world’s financial markets. Please note that past performance is not a guarantee of future performance. All investments can fall as well as rise in value and you can lose some or all of your money. Additionally, this podcast does not constitute an investment recommendation.
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DISCLAIMER: The opinions and views expressed are those of Breckinridge Capital Advisors, Inc. They are current as of the date(s) indicated but are subject to change without notice. Any estimates, targets, and projections are based on Breckinridge research, analysis and assumptions. No assurances can be made that any such estimate, target or projection will be accurate; actual results may differ substantially. Past performance is not indicative of future results. Nothing contained herein shou ...
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Following a ‘jumbo cut’ in the States, and amid growing confidence at the Bank of England, Francis Addai and Sophie Barrington discuss the apparent conclusion of the energy-sapping fight to tame inflation. Tune in as they ponder the broader implications for investors.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.b…
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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.
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#287 Doom? Boom? Or somewhere in-between?
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The uncertainty and fogginess created by constant data flows and political jostling are the subject of this week’s podcast. As UK growth stalls, while US inflation hits a 3-year low, Will Hobbs talks to Sophie Barrington about distractions, doomsayers, and how to distil the details that truly matter.To read Barclays Private Bank's "Outlook 2024" re…
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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…
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With rising scrutiny over the performance of a small cohort of US stocks, are fears of a market bubble re-emerging? What might this mean for the trajectory of US rates? And more broadly, are markets becoming less efficient? Will Hobbs and Sophie Barrington explore these big questions and more.To read Barclays Private Bank's "Outlook 2024" report, v…
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Tune in as our podcast hosts, Will Hobbs and Sophie Barrington, discuss the investment landscape amidst the impending US election, continuing fears of a US recession and a bursting tech bubble, and more besides.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/To read i…
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Tune in as our podcast hosts, Will Hobbs and Sophie Barrington, discuss the differing paths being trod by the world’s two largest economies – the US and China. They also ponder the role that fast-evolving technology could play in defining global growth ambitions.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barcla…
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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.
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Will Hobbs and Miles Sherry return to the studio and reflect on the week that was. After the surge in market volatility, have investor nerves been shredded? Are markets punch drunk? And conversely, which opportunities opened up for investors who held their nerve? Tune in for all this, and more.To read Barclays Private Bank's "Outlook 2024" report, …
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Does market volatility risk a US hard landing?
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Recent volatility in global financial markets has left analysts and investors speculating whether it is being driven by technical factors or more fundamental shifts indicating a looming US recession. Inflation, rising US unemployment and heightened geopolitical tensions are considered major catalysts for the volatility. The unease in markets was ex…
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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…
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The rapid and dramatic spike in volatility, largely triggered by a cooling US economy, spooked some investors – but have markets over-reacted? And how much more unwinding of the yen-carry trade – another contributing factor – might we see? Francis Addai, Luke Pearce and Sophie Barrington contextualise a dramatic few days for markets. To read Barcla…
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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…
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The UK’s wait for a Bank of England rate cut is finally over, and this week’s podcast explores the timing, messaging and consequences of the significant decision from Threadneedle Street.Join Francis Addai and Sophie Barrington as they discuss a new stage in the long-running inflation battle.To read Barclays Private Bank's "Outlook 2024" report, vi…
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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.
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Tune in as Will Hobbs contextualises the headline-grabbing wobble in US stock markets. Meanwhile his special guests this week look at M&A in the UK – are we on the cusp of a deal breakout?To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/To read insights from Barclays I…
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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 …
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This week, Sophie Barrington and Will Hobbs discuss the latest on the world economy and capital markets following the shocking scenes in Pennsylvania.To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/To read insights from Barclays Investment Bank, visit https://www.ib.b…
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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…
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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:…
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Will investors benefit from the 'equitification' of credit markets?
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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…
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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.…
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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…
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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…
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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:/…
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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.…
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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…
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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…
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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 …
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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…
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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…
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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 …
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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…
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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…
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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.…
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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…
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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…
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#269 In conversation with Anthony Kingsley
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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/…
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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/…
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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…
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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 …
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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…
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Can consumers curb their carbon addiction?
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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…
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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…
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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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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…
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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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