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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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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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Bringing you the latest personal finance and stock market insights
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Hot on the heels of a busy week for central banks, Julien Lafargue and Michel Vernier, our Head of Fixed Income Strategy, reflect on last week’s rate cut from the US Federal Reserve and the potential implications for bond markets. Other topics include the upcoming US election, the ongoing impact of the 2008 financial crisis and the latest decision …
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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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Why US interest rate cuts matter around the world, big warning for cash savers, and the outlook for Rolls-Royce and Primark
46:48
46:48
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On this week’s episode of the AJ Bell Money & Markets podcast: interest rates have dominated the news agenda so Danni Hewson unpacks what the big rate cuts in the US mean for investors around the world. Changes to rates now or potentially in the near future mean interest rates are also changing on cash savings. The podcast team take a look at the l…
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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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State pension changes, potential capital gains tax shake-up and how Apple’s shares move before and after iPhone launches
49:20
49:20
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49:20
This week’s AJ Bell Money & Markets podcast debates big news for people in retirement. Charlene Young reveals by how much the state pension will rise and who is eligible for the full uplift. Dan Coatsworth chats about Apple’s new version of its iPhone and how its share price has moved on average before and after previous upgrades to its flagship pr…
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#287 Doom? Boom? Or somewhere in-between?
17:21
17:21
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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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Market wobbles, Nvidia concerns, Nick Train on Rightmove’s takeover interest, and your pension questions answered
44:58
44:58
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The AJ Bell Money & Markets podcast is back with a bumper episode looking at the market wobbles at the beginning of August and September amid fears about the strength of the US economy and a slowing of Nvidia’s AI growth story. Danni Hewson and Laura Suter also discuss the potential path of interest rate cuts as well as discussing some interesting …
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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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Investment Trust show #7: The big charges debate, F&C on the summer market slump, and why investors are paying a premium for 3i Group
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1:01:22
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Lots of investors are increasingly turning to cheap tracker funds which means the pressure is on investment trusts to not only outperform the market and prove their worth, but also make their charges more competitive. Dan Coatsworth talks to Annabel Brodie-Smith from the Association of Investment Companies about this topic and to find out which tru…
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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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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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Magnificent Seven disappointment rattles markets, sub-4% mortgages return and a new direction for Reckitt
56:49
56:49
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On this episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young dig into the market meltdown that followed disappointing results from ‘Magnificent Seven’ club members Tesla and Alphabet. They discuss the negative impact of electric vehicle production on Ford and Nissan and why GM is delaying its plans to build a green Buick.…
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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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Investing in gold, tech sector sell-off, and a fund manager’s take on housebuilders, EasyJet and ITV
37:32
37:32
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With gold have just hit a new record high, don’t miss this week’s episode of the AJ Bell Money & Markets podcast where Dan Coatsworth talks to Rob Crayfourd from the Golden Prospect Precious Metals Fund. The pair discuss gold’s ascent and why there might be a big turning point for the gold mining sector on the horizon. We’ve seen some big movements…
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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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Barclays spending data, housebuilder updates, US Q2 results preview, and why PageGroup’s profits warning matters
41:52
41:52
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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…
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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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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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UK stocks soar on election landslide, Fed comments excite markets again, Nike’s big stumble
51:43
51:43
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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 …
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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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Investment Trust show #6: Tech sector, activist investors and the outlook for property
47:52
47:52
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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…
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A-Z of pensions, Nvidia and big tech’s rollercoaster week, Shein IPO and investing in Asia
50:51
50:51
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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…
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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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Inflation hits target, Nvidia’s market surge, political promises unveiled, and making UK markets more attractive
51:00
51:00
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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…
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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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What the election manifestos mean for your money, Apple Intelligence and Raspberry Pi’s IPO pop
43:47
43:47
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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…
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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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Deferring the state pension, retail sector recovery and the art of investing in smaller companies
1:00:40
1:00:40
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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…
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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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Investment Trust show #5: Why certain investment trusts trade at a discount, City of London deep dive and trusts versus funds
41:01
41:01
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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…
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Royal Mail deal completes first hurdle, global markets pull back and why state pensions are back in the news
48:58
48:58
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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…
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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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General election market reaction, UK inflation, Nvidia's surge, FCA targets finfluencers and the future of the UK ISA
50:21
50:21
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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…
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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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