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.

What could COP26 mean for investors? Listen in as Damian Payiatakis, our Head of Sustainable and Impact Investing, discusses all the developments and implications from the first week of the conference. Host Julien Lafargue, our Chief Market Strategist, also gives an update on the latest central bank policy on both sides of the Atlantic.

As rising inflation continues to unsettle investors, we take a closer look at what it could mean for the UK’s economic recovery. In our latest podcast, Fabrice Montagne, Chief UK Economist at Barclays Investment Bank, joins Julien Lafargue, our Chief Market Strategist, to unpick all the latest UK data, as well as delving behind the headlines on last week’s UK Budget announcement.

In a week where global stocks recaptured their momentum, shaking off stagflation fears – for now at least – Henk Potts, our Market Strategist for Barclays Private Bank, looks at what’s next for markets. Alex Joshi, our resident Behavioural Finance Specialist, also provides techniques for blocking out short-term market noise and unhelpful investor distractions.

All eyes were on corporate earnings last week, as the US third-quarter results season got off to a flying start. In our latest podcast, Julien Lafargue, our Chief Market Strategist, discusses the outlook for earnings and key themes to watch, Henk Potts, our Market Strategist, talks us through the latest US consumer and inflation news, as well as the increased probability of a UK rate hike.

Join us for this month’s regional podcast as Narayan Shroff, Investment Director for Barclays Private Clients India, and Rahul Bajoria, Chief Economist for India and the Antipodes at Barclays, delve behind the headlines to make sense of the country’s strong economic recovery, as well as the macroeconomic challenges and opportunities that lie ahead.

Continued worries about surging energy prices and the threat of prolonged higher inflation saw bond yields spike last week. In our latest Markets Weekly podcast, Michel Vernier, our Head of Fixed Income Strategy, joins Henk Potts, Market Strategist, to discuss the outlook for US rates and what this could mean for investors.

Credit markets have been on a rollercoaster ride since the pandemic began. Mark Jenkins, Head of Global Credit at the Carlyle Group, runs us through the latest outlook for the asset class. And as surging energy prices continue to unsettle investors, Henk Potts, our Market Strategist, discusses their impact on China’s economy, as well as labour market trends in Europe and the US.

In this week’s podcast, Marvin Barth, Head of FX Strategy at Barclays Investment Bank, talks us through the latest risks and opportunities in the major FX markets, while Henk Potts, our Market Strategist, discusses the wider impact of troubled Chinese property developer Evergrande and the potential for rate hikes in the US and UK.

In this week’s podcast, Philippe Gudin, Senior Economist at Barclays Investment Bank, discusses the possible outcomes and policy implications. And with inflation easing in the US but hitting a nine-year high in the UK, Henk Potts, Market Strategist, explains the potential impact for investors.

Join Kapil Singhal, a renowned authority on private debt, as he shares his insights on the nascent market in this month’s India-focused podcast. While our host Narayan Shroff, rounds up the markets and focuses on an economy that’s on track to rebound sharply from the COVID-19 pandemic.

Damian Payiatakis previews the UN’s COP26 climate summit in November and what it could mean for investors, while Henk Potts, discusses the improving outlook for the Eurozone economy, as well as the latest UK consumer spending trends.

With investor risk appetite wavering last week, Henk Potts, Market Strategist, discusses what weaker US jobs data, as well as rising Eurozone inflation, could mean for the economic recovery and investors more broadly.

The US Federal Reserve looks set to pare back its bond-buying programme later this year, but what impact could it have on emerging market bonds?

Is the global economic rebound from peak COVID-19 disruption stalling as the Delta spread spooks investors?

Listen in to our latest Markets Weekly podcast as Alexander Joshi, our Behavioural Finance Specialist, reveals the tell-tale signs that you may have fallen into a trap. While Jai Lakhani, our Investment Strategist, examines the latest trends in financial markets.

We speak to serial entrepreneur turned investor Rehan Yar Khan, while host Narayan Shroff examines the openings for investors as the economic recovery solidifies.

In this week’s podcast, we cover Europe’s ambition to cut emissions by at least 55% by 2030.

In this week’s podcast, we cover interest rates, inflation, and eurozone government bonds.

Julien Lafargue examines the key trends behind Q2 figures, while Henk Potts looks at why stocks aren’t quite sizzling in the summer sun.

With house prices going through the roof following the lockdown boom, what’s next for the UK property market? Join Stephen Moroukian, our Head of Debt Advisory for Real Estate, and Henk Potts, our Market Strategist, as we also discuss the global economy and the darkening mood around inflation, as well as China’s mixed-signal recovery.

It’s the fear that haunts markets. But is inflation really going to scare investors as we emerge from the pandemic?

In this month’s India-focused podcast, join Narayan Shroff as he examines India’s markets, while Sunil Singhania looks at the sectors that could thrive post-pandemic.

Join our host Zoe Dare Hall, along with a panel of guests, as they reveal which postcodes have the prime pulling power.

Listen in as Julien Lafargue, our Chief Market Strategist, shares his latest investment thinking for 2021 and beyond. While Henk Potts, our Market Strategist, weighs up the here and now – the indicators running red hot on both sides of the Atlantic, and if rising oil prices really are an inflation risk.

In this week’s podcast, Marvin Barth gives his thoughts on the FX market, while host Henk Potts looks at why markets are shrugging off inflation fears.

Emma Turner speaks to surgeon David Nott OBE, about his time saving lives in the world’s worst warzones and more.

Join host Henk Potts, Market Strategist, and Jai Lakhani, Investment Strategist, as they analyse a dramatic trading week in the latest Markets Weekly podcast.

Join host Henk Potts, Market Strategist, and Julien Lafargue, Chief Market Strategist, to hear about this and more in our latest Markets Weekly podcast.

Enthusiasm returns for Indian assets as the country emerges from its deadly second wave of COVID-19, and why real estate could be enjoying its ‘Goldilocks moment’.

Join host Henk Potts, Market Strategist, and Michael Topley, Head of Sustainable Portfolio Management, where they discuss the ongoing tussle in markets between growth optimism and inflation fears.