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 could affect investors.
D'autres épisodes de "Barclays Private Bank Podcasts"
Markets Weekly Podcast (20 June 2022): Spotlight on the US economy
20/06/2022In this special edition of our Markets Weekly podcast, Henk Potts, Market Strategist, takes a deep dive into the US economy. Listen in to hear what’s been driving recent performance, and where we see growth, inflation, and interest rates heading from here.
Monthly markets podcast India (June 2022): What’s next for Indian investors in 2022?
20/06/2022Against a backdrop of elevated inflation, weakening growth and tighter financial conditions, Rahul Bajoria, Barclays’ Chief Economist for India and the Antipodes, addresses the key challenges and opportunities facing India as we enter the critical monsoon season. And Narayan Shroff, Investment Director for Barclays Private Clients India, provides his usual monthly round-up of India’s financial markets after a rocky period for investors.
Markets Weekly Podcast (13 June 2022): Where next for the FX markets?
18:17Join Bhaskar Gupta, our Head of FX Distribution UK, as he explores key events in FX markets during the first half of 2022, and the impact of high inflation and geopolitical uncertainty. While Henk Potts, our Market Strategist, discusses rising commodity prices and the potential of a recession in the eurozone.
Markets Weekly Podcast (06 June 2022): What could NFTs mean for digital asset markets?
18:29Tune in as Nikola Vasiljevic, our Head of Quantitative Strategy, answers some common questions on the potential risks and opportunities of non-fungible tokens (NFTs). While Julien Lafargue, our Chief Market Strategist, discusses the re-opening of China and the most recent data from the US labour market.
Markets Weekly Podcast (30 May 2022): Where next for the clean energy transition?
18:22Tune in as Damian Payiatakis, our Head of Impact and Sustainable Investing, discusses the progress of Europe’s transition to cleaner energy sources amid market volatility and war in Ukraine. While Julien Lafargue, our Chief Market Strategist, discusses latest earnings data from retailers and considers the outlook for the US economy amid signs that inflation could be easing.
Markets Weekly Podcast (23 May 2022): Podcast: The UK economy under the spotlight
5:22In 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.
Markets Weekly Podcast (16 May 2022): Is it all doom and gloom for the global economy?
7:53Tune 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.
Markets Weekly Podcast (9 May 2022): What to make of US first-quarter earnings?
15:53In 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 geopolitical tensions and market volatility.
Markets Weekly Podcast (25 April 2022): Where next for US rates?
15:17Tune 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 inflation in the eurozone.
Markets Weekly Podcast (4 April 2022): Could these 150 trends shape markets before 2030?
25:37In 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.