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.