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The Flip Side

Barclays Investment Bank

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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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Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
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show series
 
The topics, stocks and shares mentions / discussed include: Potential winners of the new government growth strategy, MJ Gleeson / GLE Michelmersh / MBH Breedon / BREE Smith & Nephew / SN. Drax / DRX The Renewables Infrastructure Group / TRIG Tyman /TYMN Spirax Group / SPX Severfield / SFR Ocean Wilsons / OCN HydrogenOne Capital Growth / HGEN Clean …
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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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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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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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The topics, stocks and shares mentions / discussed include: With special guest Martin Flitton @private_punter on X How to find quality smallcap winners Know what you own Ibstock / IBST IG Design Group /IGR Pennant International / PEN SDI Group / SDI Convatex / CTEC YouGov / YOU Wynnstay Group / WYN Allergy Therapeutics / AGY Diaceutics / DXRX Oxfor…
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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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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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The topics, stocks and shares mentions / discussed include: Discounts & Investing opportunities, Julius Baer National Grid / NG. Eagle Eye Solutions / EYE / #SaaS / #Ai-Powered solutions Jupiter Asset Management / JUP Liontrust AM / LIO Dividends Citywire Elite Companies / Algy Hall TwinPetesInvesting Challenge May winning stocks Zotefoams / ZTF Be…
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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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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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The topics, stocks and shares mentions / discussed include: With special guest, Andy @FlyFinance, Full-time pilot & part-time investor A winning 30 bagger investment Takeovers Riskified Ltd / $RSKD Next 15 Group / NFG H&T Group / HAT Foresight Sustainable Forestry Co / FSF Hargreaves Lansdown / HL. International Distribution Services / IDS / Royal …
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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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The topics, stocks and shares mentions / discussed include: A winning Warren Buffett screening strategy, Apple / AAPL, Takeovers, Private Equity / EBITDA / EBITDAC, Record FTSE 100 Could we see FTSE 9000? What could drive it there. Record indices International Distribution Services / IDS / Royal Mail Hargreaves Lansdown / HL. Natwest Group / NWG Ba…
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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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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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The topics, stocks and shares mentions / discussed include: -After a 1411% return should you consider this UK investment? Its Actions even beat Warren Buffett's Berkshire Hathaway 20 year returns, -The importance of BONDS, -Interest Rates / Bond Yields -Growth Vs Value -3i / III / Infrastructure / Private Equity -Ebay / EBAY -VeriSign / VRSN, Domai…
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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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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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The topics, stocks and shares mentions / discussed include: -With special guest Jamie Ward, Investor, Equity Analyst, Fund Manager, former Head of Investment Solutions @ AJ BELL @JamieCDubya on Twitter / X -With special guest Jason Needham, Full-time investor / Small to Mid cap specialist trend follower @stealthsurf on Twitter / X Website Trading B…
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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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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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The topics, stocks and shares mentions / discussed include: Winning 270% in profits with this private label winner, TwinPetesInvesting Challenge winners, Stamp Duty, Tesla / TSLA McBride / MCB British American Tobacco / BATS Kainos / KNOS META Windward Ltd / WNWD Unity Software / U / Spatial Computing Helium One Global /HE1 Zephyr Energy / ZPHR Gre…
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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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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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The topics, stocks and shares mentions / discussed include: Special guest Algy Hall of Citywire Elite Companies Top Fund Managers / Top Portfolio Managers Rolls Royce / RR. Unilever / ULVR Renault / RNO Reckitt Benckiser / RKT BridgeBio Pharma / BBIO Mortgage Advice Bureau (Holdings) / MAB1 Moneysupermarket.com / MONY Thor Industries / THO Inditex …
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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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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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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…
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The topics, stocks and shares mentions / discussed include: Potential UK takeover stocks & How to identify them, Renishaw / RSW Smith & Nephew / SN. TBC Bank Group / TBCG / Georgia Capital / BGEO / Bank of Georgia CGEO Marks & Spencer / MKS Greggs / GRG Victrex / VCT AG Barr / BAG Coats / COA Currys / CURY Spirent / SPT ITV Natwest Bank / NWG Lloyd…
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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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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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The topics, stocks and shares mentions / discussed include: Nvidia, Whitbread / WTB/ Premier Inn 4Imprint / FOUR / Promotion Marketing material Bloomsbury Publishing / BMY/ Books GSK / Pharma /Growing Pipeline / Litigation, PUMA SE / PUM / PUMA Sportswear brand, UEFA Euro 2024 Competition FIFA 2026 World Cup Newmark Security / NWT, Palo Alto Networ…
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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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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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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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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 …
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The topics, stocks and shares mentions / discussed include: Introducing Phil Oakley as our new Twin Petes Investing podcast co-host, Jet2 Shaftesbury Capital / SHC Bakkavor Group / BAKK XPS Pensions / XPS Diageo / DGE NXP Semiconductors NV / NXPI BP Plc / BP. Food, Booze, Holidays, Property, Pensions Tech / AI FTSE AIM Dividends / Progressive divid…
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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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The topics, stocks and shares mentions / discussed include: Could Private Equity dry powder drive further takeovers, Computacenter / CCC Bridgepoint Group / BPT Agco Corp. / AGCO Watches of Switzerland / WOSG/ Rolex watches, Systems1 Group / SYS1 H&T Group / HAT SDI Group Centrepoint Charity fundraise, Psychology, FTSE, AIM, Dividends, TwinPetesInv…
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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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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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The topics, stocks and shares mentions / discussed include: 291,612% life-changing investment returns Ferguson / FERG Breedon / BREE Nvidia elephants do gallops Applied Materials / AMAT Upland Resources / UPL Greggs / GRG Safran / SAF Embecta / EMBC TwinPetesInvesting Challenge December 2023 winner TwinPetesInvesting Challenge 2023 overall winner &…
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The topics, stocks and shares mentions / discussed include: Who is ate all the pies? The Cisco Ai opportunity / CSCO Greggs / GRG Taylor Wimpey /TW. Pollen Street / POLN Atlantic Lithium / ALL RHI Magnesita / RHIM Persimmon / PSN Avacta / AVCT Destiny Pharma / DEST Creo Medical / CREO Central Asia Metals / CAML Warehouse REIT / WHR Oxford Instrumen…
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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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