Barclays Private Bank Podcasts

In this week’s special podcast on the UK economy, Henk Potts, our Market Strategist, discusses the country’s current inflation profile, increasing tax burden, and growth prospects for 2022 and 2023. He also explores the implications of the cost of living crisis and shifting trends within the labour market.

Tune in to our weekly podcast as Henk Potts, our Market Strategist, casts an eye over the broader outlook for the global economy and the latest growth and inflation figures from the major regions. He also considers the impact of war in Ukraine, China’s ongoing battle with COVID-19, and the path of monetary policies from key central banks.

In this week’s podcast, Dorothée Deck, our Cross Asset Strategist, takes a closer look at corporate America and discusses the significance of this year’s first-quarter earnings data. Meanwhile Henk Potts, our Market Strategist, explores the implications of interest rate hikes from the US Federal Reserve and the Bank of England, and discusses the outlook for the global economy amid ongoing geopolit...

Tune in as Michel Vernier, our Head of Fixed Income Strategy, discusses what to expect from the US Federal Reserve’s next meeting in May. He also explores the potential implications of rate volatility and uncertainty over inflation for bond market investors. While Henk Potts, our Market Strategist, considers declining global growth forecasts, China’s latest GDP data, and unprecedented levels of in...

In this week’s podcast, Hiral Patel, Head of Sustainable and Thematic Investing at Barclays Investment Bank, explores 150 trends with the potential to drive financial markets by 2030, as well as the importance of selecting actionable investments. Julien Lafargue, our Chief Market Strategist, also considers encouraging data from the US labour market amid much speculation about the yield curve.

In this week’s podcast, Philippe Gudin, Senior Economist at Barclays Investment Bank, discusses the possible impact of next month’s French Presidential elections. While Henk Potts, our Market Strategist, considers the UK Chancellor’s Spring Statement, the increasingly hawkish US Federal Reserve, and Europe’s mounting inflationary pressures.

It’s no secret that Indian markets – like many others globally – have been on a wild ride so far in 2022, with inflation the latest threat to its recovering economy. In this month’s India-focused podcast, our host Narayan Shroff, Investment Director for Barclays Private Clients India, and Jean-Damien Marie, Global Co-Head of Investments at Barclays Private Bank, discuss how investors can buckle up...

What do oil price shocks mean for portfolios? In this week’s podcast, Dorothee Deck, our Cross Asset Strategist, explores previous energy crises and which sectors have traditionally been the best and worst performers as a result of these events. While Henk Potts, our Market Strategist, looks at how movements in the Chinese markets and rate hikes from the US Federal Reserve and Bank of England coul...

The deepening crisis in Ukraine, soaring energy prices, and the highest inflation in 40 years. But where next for markets? In this week’s podcast, Dorothee Deck, our Cross Asset Strategist, looks at how investors can protect their portfolios in a fast-moving environment. While Henk Potts, our Market Strategist, turns his gaze to the US Federal Reserve and Bank of England on the eve of potential in...

In this week’s podcast, Alexander Joshi, our behavioural finance expert, discusses how our emotional response to dramatic events can affect our investment decisions, and shares some practical steps on maintaining composure in volatile markets. Henk Potts, our Market Strategist, also assesses how the Ukraine conflict could affect the growth and inflation outlook.

In this week’s podcast, we consider what the deepening crisis in Ukraine could mean for investors. Julien Lafargue, our Chief Market Strategist, joins Henk Potts, Market Strategist, to discuss the potential impact on the macroeconomic outlook, as well as the importance of staying invested in these uncertain times.

With escalating Russia-Ukraine tensions and inflation worries testing investors’ nerves, our India podcast host Narayan Shroff, Investment Director at Barclays Private Clients India, looks at whether anything in our 2022 outlook for India has changed. He’s joined by guest Manoj Bajpai, Head of Equity Portfolio Management at Barclays Private Clients India, who shares his views on local equity marke...

What’s driving strong demand for UK real estate? Stephen Moroukian, our Product and Proposition Director for Real Estate Financing, discusses all the latest UK property trends and what to expect in 2022.

Inflation continues to pre-occupy investors, but is it here to stay? In this week’s podcast, Fabrice Montagné, Chief UK Economist at Barclays Investment Bank, takes a deep dive into what’s driving up UK prices, while Julien Lafargue, our Chief Market Strategist, focuses on the US. Julien also considers how escalating Russia-Ukraine tensions could affect financial markets.

In this week’s podcast, Dorothee Deck, our Cross Asset Strategist, explains why the recent equity market sell-off should only be a short-term setback, and why small-cap stocks in particular could be ripe for recovery. And with inflationary pressures showing no sign of abating, Henk Potts, Market Strategist, shares our latest interest rate outlook for both sides of the Atlantic.

As uncertainty over the future path of US rates continues to drive market volatility, Michel Vernier, our Head of Fixed Income Strategy, discusses what we can expect from the Federal Reserve, and what it all means for bond investors. Henk Potts, Market Strategist, also looks at the latest earnings results and what’s been driving strong US growth.

With markets beginning the week on the back foot, Henk Potts, our Market Strategist, examines the data behind the unsettled start to the year. While Alex Joshi, our resident Behavioural Finance Specialist, shares his thoughts on improving your decision-making process in volatile times.

With the Indian economy rebounding from its Omicron test, our podcast host Narayan Shroff, Investment Director for Barclays Private Clients India, looks at how equity investors can position for opportunities in this volatile macro environment. He’s joined by guests – Rahul Bajoria, Barclays’ Chief Economist for India and the Antipodes, and Killol Pandya, Head of Fixed Income Portfolio Management a...

In this week’s podcast, Julien Lafargue, our Chief Market Strategist, gives us the lowdown on the latest US earnings season, and how it could impact the broader equity market. And with US inflation hitting a 40-year high, Henk Potts, our Market Strategist, discusses the outlook for the country’s interest rates and the all-important US consumer.

In this week’s podcast, Dorothee Deck, our Cross Asset Strategist, reflects on last year’s winners and losers across asset classes, and considers what we can expect in 2022. Host Henk Potts, our Market Strategist, also shares his latest insights on US Federal Reserve policy, energy markets, and the potential path of the pandemic.

With US inflation hitting a multi-decade high, and the Federal Reserve striking a distinctly hawkish tone, Michel Vernier, our Head of Fixed Income Strategy, discusses the outlook for US interest rates and potential implications for fixed income investors. Henk Potts, our Market Strategist, also takes a look at policy easing in China and the latest UK GDP data.

Uncertainty around the new COVID-19 variant Omicron, combined with persistent inflation worries, made for a volatile week in financial markets. Listen in as Marek Raczko, FX Strategist at Barclays Investment Bank, joins host Henk Potts, Market Strategist, to discuss how these risks could affect foreign exchange markets, as well as the potential central bank response.

In this week’s podcast, Dorothee Deck, our Cross Asset Strategist, takes a deep dive into the outlook for equities in 2022. And with new COVID-19 variant Omicron sending shockwaves across markets last week, host Henk Potts, Market Strategist, discusses what it could mean for the global recovery and interest rates.

“Climate change is one of the biggest investment themes of our lifetimes.” Listen in as Damian Payiatakis, our Head of Sustainable and Impact Investing, reflects on the progress made at COP26, and how investors could protect the planet and their portfolios. Meanwhile, host Henk Potts, Market Strategist, discusses why a UK rate hike now looks imminent, as well as the latest US consumer trends.

2021 may have been the year of recovery, but what’s in store for 2022 and beyond for Indian markets? Our podcast host Narayan Shroff, Investment Director for Barclays Private Clients India, examines some of the key trends, disruptors and drivers of the economy and financial markets. While Julien Lafargue, Chief Market Strategist for Barclays Private Bank, considers the bigger picture and the key t...