Barclays Private Bank Podcasts

In this week's podcast, Bhaskar Gupta, our Head of FX Distribution UK, discusses the health of currency markets against a backdrop of moderating inflation and higher-for-longer interest rates. Other topics include the impact of central bank decision-making on FX markets, and potential opportunities for investors. Meanwhile, host Julien Lafargue reflects on falling eurozone inflation, evolving monetary policy, and US employment data.

Tune in as Dorothée Deck, our Senior Cross Asset Strategist, takes us on a whistlestop tour of the third-quarter corporate earnings season and the key trends behind the data. She also explores the trading outlook ahead, and ponders the recent health of equity markets. Meanwhile, host Julien Lafargue examines the most recent announcement from the European Central Bank, the latest manufacturing data and US GDP.

In this week’s podcast, we reflect on the latest developments in global markets, as inflation and interest rate speculation dominate the headlines. Joining host Julien Lafargue, our Chief Market Strategist, is Alex Joshi, our Head of Behavioural Finance. Tune in as he explores the emotional comfort that some people find in holding cash, as well as the potential lost opportunities that arise as a result.

In this week’s podcast, Michel Vernier, our Head of Fixed Income Strategy, explores the outlook for bond markets amid the prospect of peak rates remaining higher for longer. Other topics include US debt, the impact of international buyers on domestic markets, and emerging bond markets. Also on the podcast, host Julien Lafargue discusses the US jobs market, inflation in the major regions, and upcoming corporate earnings data from US banks.

Join Heath Davies, our Global Head of Hedge Funds, who discusses the role hedge funds can play in an investment portfolio, as well as the key trends and opportunities in the hedge fund industry. Meanwhile, podcast host Julien Lafargue considers all the latest inflation data, and its potential impact on interest rates and financial markets.

Hot on the heels of the Bank of England’s decision to freeze interest rates after 14 consecutive hikes, Stephen Moroukian, our real estate financing specialist, considers the possible implications for the UK property market. He also explores last week’s government U-turn on Energy Performance Certificates and the rise of UK cash buyers. While podcast host Julien Lafargue reflects on lower-than-expected UK inflation and the market reaction to the latest central bank decisions.

India’s economy continues to take giant leaps forward – inspiring hope amid a gloomy global outlook. In our latest podcast, host Narayan Shroff and colleague Rahul Bajoria, Head of Emerging Markets Economic Research in Asia (ex China), explore the reasons behind this current boom and ask if there’s even more to come.

In this week's podcast, Damian Payiatakis, our Head of Sustainable and Impact Investing, explores the United Nations' recent 'Global Stocktake' report, and how investors could potentially position their portfolios to manage climate-related risks. Meanwhile, podcast host Julien Lafargue reflects on the latest interest rate hike from the European Central Bank, as well as strengthening economic data from China, and rising crude oil prices.

Following a volatile start to 2023, Bhaskar Gupta, our Head of FX Distribution UK, considers the outlook for currency markets for the remainder of the year. He also explores the role of central banks in managing potential volatility, as well as possible opportunities for investors, and falling recession risks in the major economies. Also on the podcast, host Henk Potts delves into supply and demand in the energy sector, US inflation and the upcoming rate decision from the European Central Bank.

Henk Potts and Michel Vernier examine key investor topics influencing the global economy, including the risk of recession and growth in the major regions.