Episodes

  • Markets Weekly podcast (10 June 2024): ECB rate cuts and equity market rally

    Markets Weekly podcast (10 June 2024): ECB rate cuts and equity market rally
    Jun 10 2024
    With equity markets reaching all-time highs in 2024, Dorothée Deck, our Cross Asset Strategist, explores the forces driving this rally and the possible implications for investors. Other topics include the sectors experiencing most growth and the latest corporate earnings data. As host, Henk Potts also examines the European Central Bank’s decision to cut interest rates, the US labour market and the key takeaways from our just-released ‘Mid-Year Outlook 2024’ report.
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    Less than 1 minute
  • Markets Weekly podcast (3 June 2024): UK General Election special and US growth

    Markets Weekly podcast (3 June 2024): UK General Election special and US growth
    Jun 3 2024
    Join Sonia Fernandes, Vice President of Government Relations and Policy at Barclays, as she delves into the General Election on 4 July. As well as exploring the key issues driving the main parties’ campaigns, she also considers what we can expect to see in the first 100 days of a new parliament. Meanwhile, Henk Potts also provides a rundown on the latest developments in financial markets, including crude oil prices, US growth and a key upcoming decision from the European Central Bank.
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    Less than 1 minute
  • Markets Weekly podcast (20 May 2024): Long-term investment goals vs. short-term volatility

    Markets Weekly podcast (20 May 2024): Long-term investment goals vs. short-term volatility
    May 20 2024
    Tune in as Alex Joshi, our Head of Behavioural Finance, examines the importance of maintaining long-term investment horizons during periods of short-term volatility. Meanwhile, host Julien Lafargue explores US inflation, the health of the Chinese economy and upcoming data releases from the AI sector.
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    Less than 1 minute
  • Markets Weekly podcast (13 May 2024): Corporate earnings and key central bank decisions

    Markets Weekly podcast (13 May 2024): Corporate earnings and key central bank decisions
    May 13 2024
    In this week’s podcast, Dorothée Deck, our Cross Asset Strategist, takes us on a whistlestop tour of the latest releases from the first-quarter corporate reporting season. Topics include the market response to these announcements, the recent equities rally and a potential reacceleration in earnings growth. As podcast host, Julien Lafargue also provides a round-up of key investor topics, including the US labour market, central bank policy options and UK inflation.
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    Less than 1 minute
  • AI, automation and the future of Indian enterprise

    AI, automation and the future of Indian enterprise
    May 3 2024
    In this latest podcast episode hosted by Narayan Shroff, Head of Investments at Barclays Private Clients India, special guests Jamie Montgomery and Sumant Mandal of March Capital weigh in on how AI and automation are transforming Indian businesses, and the increasing role of Indian diaspora and technology businesses in shaping the future of enterprise technology in India.
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    Less than 1 minute
  • Markets Weekly podcast (29 April 2024): What role could venture capital play in AI innovation?

    Markets Weekly podcast (29 April 2024): What role could venture capital play in AI innovation?
    Apr 29 2024
    Join Sumant Mandal and Jamie Montgomery of March Capital for a fascinating discussion of the key trends within the venture capital space, with a particular focus on the rise of artificial intelligence. Meanwhile, Matt Spence from our Investment Bank delves into market liquidity levels and the recent slowdown in venture investments. Lastly, podcast host, Julien Lafargue examines US inflation and the latest releases from the first-quarter corporate earnings season.
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    Less than 1 minute
  • Markets Weekly podcast (22 April 2024): Where next for US interest rates?

    Markets Weekly podcast (22 April 2024): Where next for US interest rates?
    Apr 22 2024
    In this week’s podcast, Michel Vernier, our Head of Fixed Income Strategy, examines the outlook for interest rates in the major regions and particularly the US. Other topics include bond yields, declining inflation and potential opportunities for fixed income investors. While host Henk Potts explores China’s growth prospects, the latest UK employment figures, inflation in the eurozone, and other key investor topics.
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    Less than 1 minute
  • Markets Weekly podcast (15 April 2024): US inflation and behavioural finance

    Markets Weekly podcast (15 April 2024): US inflation and behavioural finance
    Apr 15 2024
    What are the psychological implications of investing when markets are at an all-time high? Tune in as Alex Joshi, our Head of Behavioural Finance, delves into the emotional biases that could impact investment decision-making when markets remain buoyant despite a predicted economic slowdown. Meanwhile, host Henk Potts examines crude oil prices, US inflation and the latest announcement from the European Central Bank, amongst other things.
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    Less than 1 minute