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.
D'autres épisodes de "Barclays Private Bank Podcasts"
Markets Weekly podcast (29 January 2024): US inflation and ECB update
29/01/2024Tune in as podcast host Julien Lafargue delivers another fascinating update on the trends shaping financial markets. Amongst other things, he explores the latest announcement from the European Central Bank, US inflation and the health of the Chinese economy.
Markets Weekly podcast (22 January 2024): US and UK retail sales | Q4 earnings
22/01/2024Listen as host Julien Lafargue reflects on key data releases grabbing the financial headlines at the start of 2024. Topics include US and UK retail sales, inflation in the major regions and US central bank options. As the fourth-quarter earnings season continues, he also considers the fortunes of some of the world’s largest tech companies.
Is India the new global growth engine?
17/01/2024India is in the global spotlight, and for good reason. Join us for a special podcast episode where Narayan Shroff, Head of Investments at Barclays Private Clients India, and Julien Lafargue, Chief Market Strategist at Barclays Private Bank and Wealth Management, explore equities, bonds, global trends and 2024’s key risks – all through the lens of India’s compelling growth story.
Markets Weekly podcast (15 January 2024): US inflation and Q4 corporate earnings
15/01/2024Tune in as host Julien Lafargue shares fresh insights on key events shaping financial markets over the past seven days. As well as the latest US inflation figures, he considers the most recent earnings data from major US banks and other key investor topics.
Markets Weekly podcast (8 January 2024): Where next for the Fed?
08/01/2024As we return from the festive break, podcast host Julien Lafargue ponders key events in the global economy and financial markets during recent weeks. Delving into the latest macroeconomic data, he examines eurozone inflation and US central bank policy options, among other key investor topics.
Markets Weekly podcast (18 December 2023): What could 2024 hold for property markets?
18/12/2023Property market special: Join Stephen Moroukian, our real estate financing specialist, as he ponders the health of the UK housing market following a year of shock interest rate rises and faltering global growth. He also considers the role of buy-to-let landlords and the outlook for Swiss real estate. Meanwhile, podcast host Julien Lafargue examines the latest central bank decisions in the major regions, among other key investor topics.
Markets Weekly podcast (11 December 2023): Central bank options and behavioural finance
11/12/2023As we approach 2024, we turn our attention to the psychological biases that could impact investment decision-making in the year ahead. Join Alex Joshi, our Head of Behavioural Finance, as he examines key insights from our recently released ‘Outlook 2024’ report and the potential risks on the horizon over the next 12 months. He also offers practical steps for maintaining a psychological edge when investing feels uncomfortable. While host Julien Lafargue also considers the latest US employment data, upcoming central bank decisions and US inflation.
Markets Weekly podcast (4 December 2023): What could COP28 mean for investors?
04/12/2023With the COP28 climate summit now under way, join Damian Payiatakis, our Head of Sustainable and Impact Investing, who discusses the key topics on the agenda and potential implications for investors. Meanwhile, podcast host Julien Lafargue reflects on the recent rebound in equity and bond markets, and what easing inflationary pressures could mean for interest rates.
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.