Best Barclays UK Investment Insights Podcasts (2024)

1
Barclays spending data, housebuilder updates, US Q2 results preview, and why PageGroup’s profits warning matters 41:52

1d ago41:52

41:52

In this episode of the AJ Bell Money and Markets podcast, Laura Suter and Tom Sieber dive into the latest consumer spending trends from Barclays, revealing how economic pressures are shaping our financial habits, and they discover how saving money can improve your sleep and mental health. They also deliver the latest updates on housebuilders Vistry…

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
#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
UK stocks soar on election landslide, Fed comments excite markets again, Nike’s big stumble 51:43

8d ago51:43

51:43

On this week’s episode of the AJ Bell Money & Markets podcast Dan Coatsworth and Laura Suter assess the market reaction to a Labour landslide. Charlene Young and Danni Hewson discuss how the Fed comments and new economic data has driven a new rally in US and Asian markets amid hopes of interest rate cuts. They look back on the big investing themes …

1
Investment Trust show #6: Tech sector, activist investors and the outlook for property 47:52

12d ago47:52

47:52

This month’s bonus podcast on investment trusts dives into the world of technology. Steve Frazer chats with Mike Seidenberg from Allianz Technology Trust about the latest trends in the space, the hype around AI including Nvidia, and what’s on the fund manager’s mind at the moment. Dan Coatsworth talks to Joe Bauernfreund from AVI Global about the w…

1
A-Z of pensions, Nvidia and big tech’s rollercoaster week, Shein IPO and investing in Asia 50:51

16d ago50:51

50:51

This week’s AJ Bell Money & Markets podcast goes big on pensions. Charlene Young, Tom Selby and Laith Khalaf discuss some of the key issues you need to understand, whatever age you are. Dan Coatsworth and Danni Hewson discuss what’s been a volatile week for tech stocks with AI chipmaker Nvidia losing billions of dollars off its market value, and Mi…

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
Inflation hits target, Nvidia’s market surge, political promises unveiled, and making UK markets more attractive 51:00

23d ago51:00

51:00

In the latest AJ Bell Money and Markets podcast, Dan and Laura begin with the UK inflation rate reaching the Bank of England's 2% target, exploring its implications for interest rates. They also discuss Nvidia's remarkable rise to become the world’s most valuable company, and shifts in market shares among supermarkets. Laura brings some analysis of…

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
What the election manifestos mean for your money, Apple Intelligence and Raspberry Pi’s IPO pop 43:47

1M ago43:47

43:47

On this episode of the AJ Bell Money & Markets podcast, Danni Hewson and Tom Selby dig through the general election manifestos and assess what the measures might mean for your money. From further cuts to National Insurance and the pension “Quad-lock” proposed by the Conservatives to Labour’s decision not to bring back the lifetime allowance and the…

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
Deferring the state pension, retail sector recovery and the art of investing in smaller companies 1:00:40

1M ago1:00:40

1:00:40

Have you ever thought about delaying the point at which you start collecting the state pension? If so, don’t miss this episode of the AJ Bell Money & Markets podcast as Rachel Vahey chats about the pros and cons of going down this route. Danni Hewson and Dan Coatsworth discuss a plethora of good news from the retail sector including updates from Za…

1
Investment Trust show #5: Why certain investment trusts trade at a discount, City of London deep dive and trusts versus funds 41:01

1M ago41:01

41:01

In this episode of the AJ Bell Investment Trust show, Dan Coatsworth talks to Emma Bird from Winterflood about why certain investment trusts trade below their value of their assets. Martin Gamble and Ian Conway conduct a deep dive into City of London Investment Trust and why it is so popular with investors. Tom Sieber explores Scottish Mortgage’s l…

1
Royal Mail deal completes first hurdle, global markets pull back and why state pensions are back in the news 48:58

1M ago48:58

48:58

Dan Coatsworth and Charlene Young bring you this week’s episode of the AJ Bell Money & Markets podcast. We’re covering the latest takeover news, ask whether the pressure is piling on Nick Train at the Finsbury Growth and Income Trust and what is happening with the NatWest share deal. Dan discusses how and why markets have taken a step back this wee…

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
General election market reaction, UK inflation, Nvidia's surge, FCA targets finfluencers and the future of the UK ISA 50:21

2M ago50:21

50:21

Join Danni Hewson and Laura Suter for the latest episode of the AJ Bell Money and Markets podcast. This week, we look at market reaction to the shock news of a General Election and dive into the latest UK inflation figures that prompted it. We also discuss Nvidia's stellar performance and BHP and Anglo American entering takeover talks. The duo also…

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
Meme stock revival, better deals for gas and electricity, and concerns around ultra-long mortgages 57:09

2M ago57:09

57:09

It’s happened again: GameStop, AMC and other titans of the pandemic meme stock craze have soared on the stock market. Dan Coatsworth explains why we’re seeing the phenomenon play out once more, and how it was triggered by a single picture of a person sitting in a chair. The ban on UK energy firms offering cheaper deals to new customers could be scr…

1
Disney, Wetherspoons, Apple, housing outlook and mining opportunities 52:10

2M ago52:10

52:10

On this week’s podcast we’ll be bringing you all the latest market news, from Disney to Wetherspoons through to Apple, as well as an update on the housing market – and the outlook for house prices for the rest of the year. We’ve also had figures this week that showed that 300,000 people filed their tax return early – and we’ll look at why you might…

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
Investment trust show #4. Finding bargains, role of the board, Ruffer deep-dive and why the regulator is looking at private equity 59:05

2M ago59:05

59:05

It’s bonus podcast time: welcome to episode four of the AJ Bell investment trust show. We discuss a range of topics with investment experts and fund managers. Each episode debates some of the most popular trusts with retail investors, the big topics that matter, and a little bit of educational material to get listeners up to speed. This episode foc…

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
FTSE keeps fizzing despite Fed rate stall, and why HMRC is paying back a record amount for overcharging on pension withdrawals 54:33

2M ago54:33

54:33

On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young deliver a jam-packed episode for you peppered with that optimism after the FTSE 100 smashed new records and ended the month up once again while Wall Street struggled against rate cut blues. They discuss reaction to the latest Fed decision, the big consume…

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
Record-breaking UK stock market, Tesla on the comeback trail, helping first-time buyers get on the property ladder 49:29

3M ago49:29

49:29

We’ve got some good news from the UK stock market. Danni Hewson chats about how the FTSE 100 has hit a new record high and the drivers behind it. She also talks with Dan Coatsworth about the latest developments from key companies both sides of the Atlantic. The pair discuss Tesla’s surprise announcement, Pepsi’s trading-down problem, JD Sports aimi…

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
Taylor Swift scams, Royal Mail takeover and latest twist to Woodford scandal 46:21

3M ago46:21

46:21

On this week’s AJ Bell Money & Markets podcast, Charlene Young and Dan Coatsworth look at cooling inflation and how markets reacted to the latest numbers on UK jobs. The rise in scams is the hot topic of the week, with over £1 million reportedly lost this year already by ‘Swifties’ – Taylor Swift fans desperate to get their hands on tour tickets. O…

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
US path to pivot takes a detour, UK “financial lives” improve and is China still investible? 51:49

3M ago51:49

51:49

On this episode of the Money and Markets podcast Danni Hewson and Laura Suter assess market reaction to the latest US inflation data that came in hotter than expected and reset expectation of when the Fed might cut interest rates. The pair mull over what that might mean for UK rates and Laura digs in to the latest FCA Financial Lives survey which s…

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
Disney fights off activist investor, everything about the new British Savings Bond, and a stark warning for the UK stock market 37:51

3M ago37:51

37:51

Dan Coatsworth and Danni Hewson debate the big news from Disney. Activist investor Nelson Peltz has been defeated in his attempts to get a seat on the board of directors, so what does this mean going forward? Gold has hit another record high so Dan dives into the reasons why the precious metal is doing so well. Danni digests some disappointing news…

1
Investment trust show #3. Exploring dividend heroes, the rise of JPMorgan Global Growth & Income, options for investing in the UK, and why the renewable energy sector has been a letdown 52:43

3M ago52:43

52:43

Welcome to the third instalment in a new series of bonus podcasts from the AJ Bell Money & Markets team all about investment trusts. Published at the start of each month, the bonus podcast features a range of topics with investment experts and fund managers, with each episode debating some of the most popular trusts with retail investors, the big t…

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
Natwest sale, Trump’s float, Waspi update and new first-time buyer mortgage 52:16

4M ago52:16

52:16

On this week’s podcast we’ve got disappointing updates from both Lululemon and Nike, signalling that perhaps the athleisure trend is coming to an end. We’ve also got news on the Government’s sale of Natwest and a deep-dive on Apple from our friends at Shares magazine. Trump has been dominating the headlines ahead of the US election, but he’s hit th…

1
Rate cut optimism, Scottish Mortgage manager speaks, Nvidia’s big move and how to get the most out of ISAs 52:12

4M ago52:12

52:12

On this week’s AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young dig through the latest UK inflation figures and bring you up to date on market reaction to central bank rate decisions. They also chat about Unilever’s decision to spin off its ice cream empire, Nvidia’s continued moves to dominate the AI sector and the Chancellor’s com…

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
The rise of Temu, where next for inflation and interest rates, and a probe into pet care costs 48:12

4M ago48:12

48:12

On this episode of the AJ Bell Money & Markets podcast we explore the rise of Chinese e-commerce platform Temu and how it is taking the retail sector by storm. Dan Coatsworth talks to Ewan Markson-Brown from the Crux Asia ex-Japan Fund about why he invests in Temu’s owner PDD and why Donald Trump’s presidential comeback attempt has weighed on the c…

1
Budget special: tax cuts, pros and cons of the new British ISA, and good news for parents 31:19

4M ago31:19

31:19

This week’s AJ Bell Money & Markets podcast examines what the UK government’s latest Budget means for you and your money. Danni Hewson considers the OBR’s new economic forecasts and the market reaction to the Budget. Dan Coatsworth explores the new British ISA, how it might work and why it is not the perfect solution to getting more people interest…

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
Investment trust show #2. What to do if a fund manager underperforms, getting under the bonnet of Nick Train’s Finsbury Growth & Income, and why so many trusts are merging 42:56

4M ago42:56

42:56

Welcome to the second in a new series of bonus podcasts from the AJ Bell Money & Markets team all about investment trusts. Published at the start of each month, the bonus podcast features a range of topics with investment experts and fund managers, with each episode debating some of the most popular trusts with retail investors, the big topics that…

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
Housebuilders under scrutiny of watchdog, tech stocks in focus and why Disney’s in the doldrums 55:41

5M ago55:41

55:41

On this week’s AJ Bell Money & Markets podcast Danni is joined by new host, AJ Bell’s pensions and savings expert Charlene Young. The pair discuss the CMA’s announcement that it is investigating whether eight UK housebuilders including Barratt and Taylor Wimpey have been sharing commercially sensitive information that could have affected house pric…

1
Nvidia soars, HSBC sinks after China hit, Fundsmith’s Terry Smith talks weight loss drugs, and former Dragon Sarah Willingham on tough time for hospitality 55:58

5M ago55:58

55:58

On this week’s AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson dig into Nvidia’s barnstorming results which have put a rocket under stock markets, including new record highs in Japan and Europe. It was a mixed picture for UK banks with HSBC shares plummeting the most since the pandemic after a cocktail of negative factors in its re…

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
Everything you need to know about Microsoft, the big Nvidia versus Arm challenge, and what the latest inflation and GDP figures mean for interest rate cuts 40:01

5M ago40:01

40:01

There is a big tech theme running through this week’s edition of the AJ Bell Money & Markets podcast. Dan Coatsworth explains how investors have been piling into Arm Holdings as a new way to play the artificial intelligence theme, while Nvidia has leapfrogged Alphabet to become the third largest company on Wall Street by market value. This week’s s…

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…

Podcasts Worth a Listen

Barclays UK Investment Insights Podcasts

Podcasts Worth a Listen

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