Barclays Private Bank Podcasts

What could uncertainty around interest rates, the rise of AI, and China’s stuttering growth mean for portfolio positioning during the rest of 2023? This week, our Head of Behavioural Finance, Alex Joshi, ponders the role of short-term news events in shaping long-term investment decision-making. While host Henk Potts discusses the key announcements from the Jackson Hole economic symposium, slumping manufacturing data, and AI-focused corporate earning releases.

What could the rise of AI mean for financial markets? Tune in as our Investment Analyst Luke Mayberry, reflects on a year of innovation within the tech space and the potential implications for investors. While host Henk Potts explores weakening economic data from China, as well as UK employment and US inflation.

Listen in as Michel Vernier, our Head of Fixed Income Strategy, considers what easing US price pressures could mean for future central bank decisions.

What could extreme weather events mean for financial markets? This week, Damian Payiatakis, our Head of Sustainable and Impact Investing, reflects on this summer’s soaring temperatures in Europe and the potential implications for investors. Meanwhile, host Julien Lafargue turns his attention to the Bank of England’s latest interest rate hike, as well as US debt and labour markets.

Alex Joshi explores the behavioural biases that could impact investors’ asset allocation strategies and considers tactics for keeping a cool head.

With falling UK inflation grabbing the headlines, Stephen Moroukian, our real estate financing specialist, delves into the state of the UK mortgage and property markets. Topics on the agenda include the regulator’s new Mortgage Charter, London’s prime real estate and the outlook for global property markets.

What could the future hold for some of the world’s largest companies? Listen in as Dorothée Deck, our Cross Asset Strategist, delves into the significance of this year’s second-quarter earnings data. While host Henk Potts considers inflation in the major regions and the UK jobs market.

Indian equities have been on a roll recently, but can it last? In our latest podcast, we discuss the factors contributing to the current rally, as well as broader asset allocation strategies.

Following six months of anaemic growth, our Chief Market Strategist Julien Lafargue ponders the shifting landscape for investors during the remainder of 2023 and beyond. Topics for discussion include the rise of AI, the potential automation of investment strategies, ongoing geopolitical tensions and the value of diversification. Host Henk Potts also explores the latest manufacturing data from the major regions, US labour markets and eurozone retail sales.

Is the global economy becoming less reliant on the US dollar? In this week’s podcast, Lukas Gehrig, our Quantitative Strategist, delves into the fascinating topic of ‘de-dollarisation’ and what this could mean for investors. He also considers the outlook for US debt and the rise of cryptocurrencies. While host Henk Potts discusses equity markets, the latest US economic data, eurozone inflation and the UK housing market.