Barclays Private Bank Podcasts

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 at Barclays Private Clients India – as they mull over the upcoming budget, rising inflation and the implications for India’s bond markets.

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 themes likely to play out on the global stage.

In this week’s podcast, host Henk Potts, our Market Strategist, takes us on a whistle-stop tour of the global economy and the outlook for the major regions. Meanwhile, Julien Lafargue, our Chief Market Strategist, discusses the key investment themes and risks for the year ahead, and what all this could mean for investors’ portfolios.

In this podcast – recorded as an exclusive guest chapter for this year’s Outlook 2022 report – Shenal Kakad, our Head of Private Markets, is joined by world-renowned architect Lord Norman Foster to discuss how rethinking urban design can help address some of the world’s most pressing environmental and social challenges.

As climate breakdown continues to hit home hard, it’s no exaggeration to say that our response over the next decade will likely shape the future of humanity. Given the urgency and scale of the crisis, collective global action funded by all forms of capital is essential. In this podcast, Juliet Agnew, our Head of Philanthropy, is joined by an expert panel of speakers to discuss the critical role that private capital, and in particular philanthropists, can play in addressing climate change.