Barclays Private Bank Podcasts

As periods of elevated volatility in bond markets remain likely in the second half of the year, we explore how investors might navigate the ongoing uncertainty. Michel Vernier, Head of Fixed Income Strategy, and Aleks Devic, Fixed Income Specialist, join Julien Lafargue to discuss the expected future path of US and UK interest rates, the potential impact of the Middle East conflict, and where valu...

As we approach the mid-point of the year, we take a moment to reflect on events, and consider what the next six months may entail for investors. Alex Joshi, Head of Behavioural Finance, joins Julien Lafargue to discuss our flagship Mid-Year Outlook report and consider how investors can more confidently navigate the trends which are expected to shape the rest of 2025.

As market volatility continues to weigh on investor sentiment, this week’s podcast explores the potential benefits and risks of hedge funds. Pierre-Emmanuel Crama, Senior Hedge Fund Analyst, and Oliver Knox, Hedge Fund Analyst, join host Julien Lafargue to discuss how effective manager selection can help reduce risks, what’s involved in a good manager selection process, and the role private banks...

As the US dollar struggles, sterling and the Swiss franc have gone from strength to strength. In this week’s podcast, Bhaskar Gupta, Head of FX Distribution in the UK, joins host Julien Lafargue to consider what’s next for the US dollar, reflect on the sustainability of sterling’s strength, and explore how the Swiss franc’s rising value may impact its economy.

At times of rising geopolitical tensions and economic uncertainty, a long-term view remains essential. In this week’s podcast, Nikola Vasiljevic, Head of Global Asset Allocation, joins host Julien Lafargue to look beyond the market noise to consider the outlook for the major asset classes over the next ten years.

This week’s podcast reflects on the recent market turmoil and what it could mean for the UK property market. Stephen Moroukian, our real estate financing specialist, joins host Julien Lafargue to discuss the outlook for interest rates and the health of the London prime property market.

This week’s podcast focuses on the bond market reaction to trade tariff uncertainty. Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to discuss the likely impact of tariffs on consumers and corporates, the latest US Federal Reserve interest rate projections and the probability of a US recession and much more besides.

With elevated market volatility, this week’s podcast focuses on how investors can retain perspective despite the challenging environment. Listen in as Alex Joshi, Head of Behavioural Finance, joins host Julien Lafargue to discuss how markets can magnify behavioural biases and why it’s important for investors not to make any knee-jerk decisions.

As financial markets grapple with the fallout from President Trump’s ‘Liberation Day’ announcements, Lukas Gehrig, Head of Quantitative Macro and Thematic Strategy, joins Julien Lafargue to discuss what it might mean for investors and the global economy. Listen in for their insights on how tougher US trade policy could impact the US dollar and the risk of recession, and how other economies might r...

With an unsettled investment landscape, this week’s podcast focuses on how major currencies are faring. Listen in as Bhaskar Gupta, Head of FX Distribution in the UK, joins host Julien Lafargue to discuss the latest developments and what they mean for investors.

Amid ongoing market uncertainty, this week’s podcast delves into the latest interest rate updates from the US Federal Reserve and the Bank of England. Listen in as Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to discuss the implications for interest rates and investors.

How can investors navigate current market volatility? Alex Joshi, Head of Behavioural Finance, discusses the importance of a long-term perspective, and shares some insights on keeping a cool head during market turmoil. Host Julien Lafargue covers US inflation, tariffs and interest rate expectations.

This week, Nikola Vasiljevic, Head of Global Asset Allocation, discusses the correlation between equity and bond returns and how changing economic conditions can influence the relationship. Host, Julien Lafargue also covers tariffs, US jobs and EU defence spending.

This week, Dorothée Deck, Head of Cross Asset Strategy, examines the recent rise in dispersion of equity returns. With policy uncertainty likely to persist, and AI developments leading to more differentiation at the stock level, this dispersion is likely to stay elevated. Host Julien Lafargue covers trade tariffs, inflation in the US and Europe, and Nvidia’s latest earnings announcement.

This week, Stephen Moroukian, our real estate financing specialist, delves into recent developments in the UK property market – from mortgage rates to market sentiment – and whether there could be reasons for optimism. Host Julien Lafargue also covers the German election, the prospects for Europe and what’s been driving recent stock market volatility.

In this week’s podcast, Julien Lafargue, Chief Market Strategist, considers the outlook for the US inflation, the continued barrage of headlines on US tariffs and how European markets have reacted to a possible peace deal between Russia and Ukraine.

In our latest podcast, Julien Lafargue, Chief Market Strategist, reflects on another busy week for financial markets. Topics include the latest developments on President Trump’s tariffs, the US economy and corporate earnings, as well as the Bank of England’s revised growth and inflation forecasts.

With the fourth-quarter earnings season well under way, Dorothee Deck, our Cross Asset Strategist, covers the sectors with the fastest growth and the importance of diversification. As host, Julien Lafargue discusses central bank decisions in the major regions, with US trade, AI and market volatility.

Join host Julien Lafargue and Lukas Gehrig, from our Quantitative Strategy team, as they examine the US political landscape and how it could impact portfolios. Topics include the new administration’s executive orders and the implications for trade. Outside of politics, Lukas looks at portfolio composition and the potential role of hedge funds in investor diversification. Turning his attention to f...

Tune in as Alex Joshi, our Head of Behavioural Finance, examines New Year’s resolutions for investors. Topics include navigating market uncertainty through loss aversion and keeping a cool head during periods of volatility, including the Trump inauguration in the US. Meanwhile, host Julien Lafargue covers positive inflation data, the outlook for the Chinese economy, solid earnings from US banks an...

Join Michel Vernier, our Head of Fixed Income Strategy, as he discusses the latest developments in the US and UK bond markets. Topics include policy options for key central banks, inflation uncertainty and the implications of the UK Budget. Meanwhile, host Julien Lafargue provides an update on the US jobs market, manufacturing data, the health of the European economy and upcoming corporate earning...

As we return for 2025, our Markets Weekly podcast host Julien Lafargue delves into key data releases from around the globe. Topics include the latest announcement from the US Federal Reserve, the most recent news from Washington and the upcoming fourth-quarter earnings season.

In our final podcast of 2024, host Julien Lafargue takes a whistlestop tour of the main takeaways from financial markets and the global economy for December, and the year as a whole. Key topics include US housing costs, the latest on China and the recent interest rate cuts from the European Central Bank and Swiss National Bank.

Join Lukas Gehrig and Robert Smith, as they explore this technology’s implications from a political, macroeconomic and environmental perspective. Meanwhile, our host Julien Lafargue discusses the latest employment and manufacturing data from the US and the implications of recent events in Syria.

In this week’s podcast, Stephen Moroukian, our real estate financing specialist, delves into the latest developments in property markets following a year of key elections. He also examines the main takeaways from the UK Budget, the outlook for fixed-rate borrowers and Monaco’s exclusive property market. Meanwhile, host Julien Lafargue provides an update on eurozone inflation, US trade tariffs and...