Barclays Private Bank Podcasts

Tune in as Dorothée Deck, our Senior Cross Asset Strategist, takes us on a whistlestop tour of the third-quarter corporate earnings season and the key trends behind the data. She also explores the trading outlook ahead, and ponders the recent health of equity markets. Meanwhile, host Julien Lafargue examines the most recent announcement from the European Central Bank, the latest manufacturing data...

In this week’s podcast, we reflect on the latest developments in global markets, as inflation and interest rate speculation dominate the headlines. Joining host Julien Lafargue, our Chief Market Strategist, is Alex Joshi, our Head of Behavioural Finance. Tune in as he explores the emotional comfort that some people find in holding cash, as well as the potential lost opportunities that arise as a r...

In this week’s podcast, Michel Vernier, our Head of Fixed Income Strategy, explores the outlook for bond markets amid the prospect of peak rates remaining higher for longer. Other topics include US debt, the impact of international buyers on domestic markets, and emerging bond markets. Also on the podcast, host Julien Lafargue discusses the US jobs market, inflation in the major regions, and upcom...

Join Heath Davies, our Global Head of Hedge Funds, who discusses the role hedge funds can play in an investment portfolio, as well as the key trends and opportunities in the hedge fund industry. Meanwhile, podcast host Julien Lafargue considers all the latest inflation data, and its potential impact on interest rates and financial markets.

Hot on the heels of the Bank of England’s decision to freeze interest rates after 14 consecutive hikes, Stephen Moroukian, our real estate financing specialist, considers the possible implications for the UK property market. He also explores last week’s government U-turn on Energy Performance Certificates and the rise of UK cash buyers. While podcast host Julien Lafargue reflects on lower-than-exp...

India’s economy continues to take giant leaps forward – inspiring hope amid a gloomy global outlook. In our latest podcast, host Narayan Shroff and colleague Rahul Bajoria, Head of Emerging Markets Economic Research in Asia (ex China), explore the reasons behind this current boom and ask if there’s even more to come.

In this week's podcast, Damian Payiatakis, our Head of Sustainable and Impact Investing, explores the United Nations' recent 'Global Stocktake' report, and how investors could potentially position their portfolios to manage climate-related risks. Meanwhile, podcast host Julien Lafargue reflects on the latest interest rate hike from the European Central Bank, as well as strengthening economic data...

Following a volatile start to 2023, Bhaskar Gupta, our Head of FX Distribution UK, considers the outlook for currency markets for the remainder of the year. He also explores the role of central banks in managing potential volatility, as well as possible opportunities for investors, and falling recession risks in the major economies. Also on the podcast, host Henk Potts delves into supply and deman...

Henk Potts and Michel Vernier examine key investor topics influencing the global economy, including the risk of recession and growth in the major regions.

What could uncertainty around interest rates, the rise of AI, and China’s stuttering growth mean for portfolio positioning during the rest of 2023? This week, our Head of Behavioural Finance, Alex Joshi, ponders the role of short-term news events in shaping long-term investment decision-making. While host Henk Potts discusses the key announcements from the Jackson Hole economic symposium, slumping...

What could the rise of AI mean for financial markets? Tune in as our Investment Analyst Luke Mayberry, reflects on a year of innovation within the tech space and the potential implications for investors. While host Henk Potts explores weakening economic data from China, as well as UK employment and US inflation.

Listen in as Michel Vernier, our Head of Fixed Income Strategy, considers what easing US price pressures could mean for future central bank decisions.

What could extreme weather events mean for financial markets? This week, Damian Payiatakis, our Head of Sustainable and Impact Investing, reflects on this summer’s soaring temperatures in Europe and the potential implications for investors. Meanwhile, host Julien Lafargue turns his attention to the Bank of England’s latest interest rate hike, as well as US debt and labour markets.

Alex Joshi explores the behavioural biases that could impact investors’ asset allocation strategies and considers tactics for keeping a cool head.

With falling UK inflation grabbing the headlines, Stephen Moroukian, our real estate financing specialist, delves into the state of the UK mortgage and property markets. Topics on the agenda include the regulator’s new Mortgage Charter, London’s prime real estate and the outlook for global property markets.

What could the future hold for some of the world’s largest companies? Listen in as Dorothée Deck, our Cross Asset Strategist, delves into the significance of this year’s second-quarter earnings data. While host Henk Potts considers inflation in the major regions and the UK jobs market.

Indian equities have been on a roll recently, but can it last? In our latest podcast, we discuss the factors contributing to the current rally, as well as broader asset allocation strategies.

Following six months of anaemic growth, our Chief Market Strategist Julien Lafargue ponders the shifting landscape for investors during the remainder of 2023 and beyond. Topics for discussion include the rise of AI, the potential automation of investment strategies, ongoing geopolitical tensions and the value of diversification. Host Henk Potts also explores the latest manufacturing data from the...

Is the global economy becoming less reliant on the US dollar? In this week’s podcast, Lukas Gehrig, our Quantitative Strategist, delves into the fascinating topic of ‘de-dollarisation’ and what this could mean for investors. He also considers the outlook for US debt and the rise of cryptocurrencies. While host Henk Potts discusses equity markets, the latest US economic data, eurozone inflation and...

Bhaskar Gupta examines recent developments in FX markets, including the potential impact of political tensions and above-target inflation.

Join special guest Hunter Somerville, Partner at StepStone Group, for the second episode of our two-part special exploring the world of venture capital. This week, Hunter turns his attention to the secondaries market and the potential risks and opportunities for investors, both now and in the future. While host Henk discusses the latest US inflation report and interest rate decisions from three ma...

Tune in for a special edition of our weekly podcast as Hunter Somerville, Partner at StepStone Group, takes us on a whistlestop tour of venture capital markets. He’s in conversation with Matt Spence, Global Head of Venture Capital Banking at Barclays Investment Bank, and explores potential investor opportunities, the evolving role of tech, and the factors that could decide the fortunes of an early...

Stephen Moroukian explores high-profile headlines from the property market before considering the outlook for mortgage approvals and buy-to-let investors.

Tune in to this week’s podcast, as Bhaskar Gupta, our Head of FX Distribution UK, shares his latest insights on risks and opportunities in FX markets, and the outlook for the major currencies. And with the deadline looming to reach a deal on the US debt ceiling, host Julien Lafargue, our Chief Market Strategist, looks at market reaction to the ongoing uncertainty and lack of progress.

With all eyes on the fast-approaching monsoon season, our latest India-focused podcast examines if its star-performing economy can keep growing at such a rapid pace. Also listen in to special guest Vikram Gupta of IvyCap Ventures, who talks all things private equity and venture capital.