Insights and analysis from leading investment, property and philanthropy experts within Barclays Private Bank. This series of podcasts will look at the trends, challenges and opportunities for those investing, buying property and giving in these turbulent times.
Markets Weekly podcast (27 November 2023): Equity markets and recession prospects
27/11/2023Join Dorothée Deck, our Cross Asset Strategist, for fresh insights into the trends which could drive equity markets during the next 12 months and beyond. Delving into the highlights from our recently released ‘Outlook 2024’ report, she also considers last year’s rally in equities, as well as global recession prospects and the contrasting outlooks for different sectors. Also on the podcast, host Julien Lafargue reflects on the latest manufacturing figures, eurozone inflation and upcoming economic data from China.
Markets Weekly podcast (20 November 2023): Bond markets and falling inflation
20/11/2023Join Michel Vernier, our Head of Fixed Income Strategy, as he delves into the highlights from our signature ‘Outlook 2024’ report and the potential road ahead for bond markets. Amid falling inflation and rising US debt, he also examines central bank policy options and possible investor opportunities. Meanwhile, host Julien Lafargue provides a round-up of key events in the global economy, including the latest inflation data from the major regions.
Ne ratez aucun épisode de “Barclays Private Bank Podcasts” et abonnez-vous gratuitement à ce podcast dans l'application GetPodcast.
Markets Weekly podcast (13 November 2023): Outlook 2024: What’s in store for investors next year?
13/11/2023Amid rising international tensions and stubbornly high inflation in the major regions, we turn our attention to the key trends likely to shape financial markets and drive investor decision-making in the year ahead. Tune in as podcast host Julien Lafargue shares the highlights from our just-released ‘Outlook 2024’ report, which explores topics such as global growth and geopolitics – including upcoming elections on both sides of the Atlantic – recession risks, and much more. It’s well worth a listen.
Markets Weekly podcast (6 November 2023): Central bank decisions | Currency special
06/11/2023In this week's podcast, Bhaskar Gupta, our Head of FX Distribution UK, discusses the health of currency markets against a backdrop of moderating inflation and higher-for-longer interest rates. Other topics include the impact of central bank decision-making on FX markets, and potential opportunities for investors. Meanwhile, host Julien Lafargue reflects on falling eurozone inflation, evolving monetary policy, and US employment data.
Markets Weekly podcast (30 October 2023): Corporate earnings special
30/10/2023Tune 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 and US GDP.
Markets Weekly podcast (16 October 2023): Fresh investor insights
16/10/2023In 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 result.
Markets Weekly podcast (9 October 2023): Where next for bond markets?
09/10/2023In 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 upcoming corporate earnings data from US banks.
Markets Weekly podcast (2 October 2023): Hedge fund special
02/10/2023Join 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.
Markets Weekly podcast (25 September 2023): UK property special
25/09/2023Hot 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-expected UK inflation and the market reaction to the latest central bank decisions.
Markets India (September 2023): Is India’s economy set for take-off?
21/09/2023India’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.