Barclays Private Bank Podcasts

Property continues to dominate the headlines, as speculation over stamp duty reform and news of recent high-profile activity grabs investor attention. In this week’s podcast, Stephen Moroukian, our real estate financing specialist, joins Julien Lafargue, our Chief Market Strategist, to discuss the interest rate environment, amid sticky inflation and volatile energy prices, and consider what’s in s...

The first half of the year has witnessed mixed performance in currency markets with the US dollar strengthening, due to its safe-haven status and US economic growth, while sterling weakened on political uncertainty. In this week’s podcast, Bhaskar Gupta, Head of FX Distribution in the UK, joins Julien Lafargue to discuss what investors can expect from the major currencies for the rest of the year.

In this week's podcast, Michel Vernier, Head of Fixed Income Strategy, joins Julien Lafargue, Chief Market Strategist, to explore what could shape the next moves in UK and US interest rates. They discuss UK inflation, how bond markets are responding to UK political uncertainty, and the first statement from new US Federal Reserve chair Kevin Warsh.

Against a backdrop of elevated economic and geopolitical uncertainty, investors have faced significant challenges throughout the first half of the year. In this week’s special podcast, Julien Lafargue, Chief Market Strategist, is joined by Dorothée Deck, Head of Cross Asset Strategy, and Michel Vernier, Head of Fixed Income Strategy, as they discuss our Mid-Year Outlook 2026 report and explore the...

Following transformative AI-related bond issuance, what has been the impact of this fundraising on the structure and dynamics of credit markets? In this podcast, Aleksandar Devic, Fixed Income Strategist, joins host Julien Lafargue, Chief Market Strategist, to discuss the latest developments in credit markets. Away from AI, where is the relative value in more traditional sectors? Are there any opp...

As valuations in semi-conductor chip manufacturers soar, are concerns of a bubble warranted or is this the start of a new paradigm? In this podcast, Rob Smith, AI and Data Science Strategist, joins host Julien Lafargue, Chief Market Strategist, to explore the latest developments in the AI sector. Will future productivity gains continue to support the AI trade? What are the most important developme...

As private credit becomes a more significant part of the investment landscape, how important is diversification and manager selection? In this special podcast, Kellie Hata, Head of European Private Markets, and Mike Scott, Senior Investment Due Diligence Analyst, both from Albourne Partners, join host Julien Lafargue, Chief Market Strategist, to explore how a disciplined and well-informed approach...

As ongoing political uncertainty in the UK puts pressure on sterling, what is the longer-term outlook for the currency? Bhaskar Gupta, Head of FX Distribution, joins host Julien Lafargue, Chief Market Strategist, to discuss the outlook for the major currencies amid expected rate hikes from leading central banks. They also discuss the US dollar’s safe-haven status, inflationary headwinds and yen vo...

Following a historic weekend of election results, what have we learned from an increasingly fragmented electorate? Sonia Fernandes, UK Government Relations and Policy, and Luke Mayberry, Investment Strategist, join host Julien Lafargue, Chief Market Strategist, to consider the unprecedented gains by Reform UK amid a shift towards anti-union parties. They also discuss the likelihood of a Labour lea...

What do last week’s central bank meetings imply for interest rate expectations in 2026? Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue, Chief Market Strategist, to consider the latest policy announcements. As the US Federal Reserve, Bank of England and European Central Bank leave rates on hold, concerns mount over an oil-induced inflationary shock. They also discuss inve...

A year on from when President Donald Trump announced his 'Liberation Day' tariffs, what has been the impact on the global economy? Lukas Gehrig, Head of Quantitative Macro and Thematic Strategy, joins host Julien Lafargue, Chief Market Strategist, to consider the effects the initiative has had on global trade routes. They also discuss how the tariffs have affected the US economy and explore the li...

As negotiations in the Middle East continue, is a peace deal in reach? Julien Lafargue, Chief Market Strategist, considers the latest developments in the region. Meanwhile, US banks reported first-quarter results that generally beat expectations – driven by strong equity trading – and painted an encouraging outlook backed by the strength of the US consumer and a resilient economy.

What can we learn from the way investors behave during bouts of extreme market volatility? Alex Joshi, Head of Behavioural Finance, joins host Julien Lafargue, Chief Market Strategist, to discuss recent investor behaviour amid unpredictability in the Middle East, how use of live newsfeeds affects investor decisions and the importance of maintaining perspective despite ongoing uncertainty.

What does Tuesday’s US deadline for Iran mean to markets? Listen in to hear Julien Lafargue, Chief Market Strategist, consider recent developments in the Gulf. Despite the market’s resilience in the hopes of a ceasefire, the potential for oil shortages amidst a prolonged conflict threaten to hit global economic growth and increase the risk of recession.

How is the conflict in the Middle East affecting currency markets? Listen in to hear Bhaskar Gupta, our Head of FX Distribution UK, discuss the latest developments in FX markets and the outlook for the major currencies and central bank policy. Julien Lafargue, Chief Market Strategist, also gives an update on events in the Middle East, and highlights why market attention could soon shift from infla...

This week’s podcast features Stephen Moroukian, our real estate financing specialist, for an in-depth look at the latest property market developments. Listen in for expert insights on how the Middle East conflict is affecting UK fixed-term mortgage rates, as well as its potential impact on property prices – in both the UK and the UAE. Stephen also outlines the key changes of the Renters’ Rights Ac...

As the conflict in the Middle East enters its third week, our latest podcast examines the reaction across equity and bond markets, and the potential scenarios ahead. Julien Lafargue, Chief Market Strategist, is joined by Michel Vernier, Head of Fixed Income Strategy, to discuss the dramatic moves in rates and how the outlook for fixed income markets has shifted, including for private and public cr...

This week, Sonia Fernandes, our UK government relations and policy specialist, delves into the latest developments in UK politics – including the evolving relationship with the US, last week’s Spring Statement and the increasing uncertainty surrounding the future of the country’s leadership. Host Julien Lafargue, Chief Market Strategist, also gives an update on the conflict in the Middle East, fro...

In this week’s podcast, Julien Lafargue, our Chief Market Strategist, discusses the joint attack on Iran by Israel and the US over the weekend, and the potential implications for global markets.

Does recent volatility among software stocks signal a significant risk for the credit market? Michel Vernier, Head of Fixed Income Strategy, and Aleks Devic, Fixed Income Specialist, join Julien Lafargue to explore recent price action, examine the headlines about redemption limitations within private credit markets and to discuss how investors can build a sustainable credit portfolio.

In this week’s podcast, Nvidia’s Simon See, joins host Julien Lafargue to reflect on the impact artificial intelligence and what his AI research work at the company suggests could happen next. Given that AI tailwinds that powered the market higher have turned into headwinds recently, we hope you find this informative.

In this week’s podcast, Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to reflect on recent central bank rate-setting meetings. What can we expect from the US Federal Reserve (Fed), European Central Bank and the Bank of England over the next few quarters? How did bond markets react to Kevin Warsh’s nomination as the next Fed chair? And what does Japan’s recent election r...

In this week’s podcast, Stefano Mascoli, Head of FX and Capital Markets in Monaco, joins host Julien Lafargue to discuss the drivers behind the recent sharp moves in currency markets. Are investors witnessing a structural shift in the US dollar? How much further could the yen rally? And what role did the prospect of a coordinated US–Japan intervention play in markets?

The US economy is creating far fewer jobs, but is this just a temporary soft patch? Lukas Gehrig, our Head of Quant Macro and Thematic Strategy, joins host Julien Lafargue, Chief Market Strategist, to delve into the trends shaping the US labour market – from tougher immigration and shifting demographics to advances in artificial intelligence – and why they matter for investors.

In this week's podcast, Dorothée Deck, Head of Cross Asset Strategy, joins host Julien Lafargue to discuss how market leadership is broadening across companies, sectors and regions. They cover what’s driving this shift, why investor sentiment remains fragile, and why earnings delivery is becoming increasingly important. They also preview the key themes for the Q4 reporting season – from AI‑related...