Barclays Private Bank Podcasts

In this week’s podcast, Ivelin Stankov, Investment Strategist, joins host Julien Lafargue to discuss cryptocurrencies. Is Bitcoin a form of digital gold? What role can Bitcoin play in portfolios? And what should investors expect from Bitcoin and other cryptocurrencies in 2026 and beyond?

In this week’s podcast, Alex Joshi, Head of Behavioural Finance, joins host Julien Lafargue to discuss the psychology of bubbles. What is a bubble and how does it work? Is there a bubble in equity markets today? And how can investors use AI to make better investment decisions?

This week’s podcast discusses the impact that UK Chancellor Rachel Reeves’ Budget last week is having on the housing market. Our real estate financing specialist Stephen Moroukian joins host Julien Lafargue to discuss the state of the property market and outline the key Budget measures likely to have the biggest impact on investors in the sector.

This week’s podcast discusses the key themes of our recently released AI Outlook 2026: Agents of Productivity report, which examines the defining trends, opportunities and risks for AI in the year ahead. Lukas Gehrig, Head of Quant Macro and Thematic Strategy, and Rob Smith, AI and Data Science Strategist, join host Julien Lafargue to answer some of the key questions on investors’ minds. Can the hunger for compute and energy demand be sated? When will AI deliver the much-promised broad productivity gains? And what part will regulation play in the AI rollout?

Despite the strong performance in US equity markets this year and speculation of an AI bubble, there are still reasons for investors to be optimistic. In this special podcast, guests Dr Nouriel Roubini, Senior Economic Strategist, and Jason Cuttler, Senior Markets and Derivatives Strategist, both at Hudson Bay Capital join host Julien Lafargue to discuss how AI-driven growth should continue to outweigh less market-friendly policies such as tariffs, why they believe that the S&P 500 isn’t overvalued and why Japan and metals can offer investors diversification benefits.

As we unveil our Outlook 2026 report amidst a year marked by powerful AI-driven momentum, stretched equity valuations and growing concentration risks, the key question now is how investors should position as we move toward 2026. In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, and Michel Vernier, Head of Fixed Income Strategy, join host Julien Lafargue to explore the forces behind recent market performance, the vulnerabilities emerging beneath the surface, and where we believe the most compelling opportunities and risks lie across regions, sectors and investment styles.

Following the release of our Private Markets Annual Report 2025, we shine a light on the growing importance of private markets for high-net-worth investors. In this week’s podcast, Shenal Kakad, Global Head of Private Markets, shares some of the report’s key findings around why investors are increasingly looking at private markets, the key drivers behind the growth in allocations to private markets and the barriers they face when investing.

Q3 results in the US have been particularly strong, with earnings and margins surprising to the upside. Europe has been more mixed, though underlying trends look more resilient, after accounting for sector and FX effects. At the same time, dispersion is rising. In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, explores how strong numbers in the US are not always rewarded, while even modest disappointments face sharper reactions ‒ a clear sign that investors are becoming more discriminating.

Blockchain is a long-term investment theme that is maturing after an initial stage of hype, offering new avenues for value creation in portfolios. In this week’s podcast, Ivelin Stankov, Investment Strategist, joins host Julien Lafargue to explain what blockchain companies do, the influence of cryptocurrencies on blockchain companies, and what makes the blockchain theme a unique opportunity for investors.

In this week’s podcast, Stephen Moroukian, our real estate financing specialist, joins host Julien Lafargue to discuss central London’s prime real-estate market, Budget speculation, and the ongoing geopolitical backdrop. Stephen also provides an update on the UK interest rate outlook and how this is impacting the demand for mortgages.

After a period where just a handful of mega-cap AI stocks have driven market returns, Quality stocks (companies which often exhibit consistent earnings growth, high profitability, and stable balance sheets) have lagged significantly. In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, explores why Quality may be poised for a rebound, and shares the key indicators to watch as market leadership starts to broaden.

Following Sanae Takaichi’s surprise election win as leader of Japan's ruling Liberal Democratic Party, the yen weakened sharply on expectations of looser monetary policy. In this week’s podcast, Bhaskar Gupta joins host Julien Lafargue to consider the prospects for the yen, US dollar, euro, sterling, and Swiss franc.

As the US administration shakes up global trading norms, the US dollar suffered its worst first half of the year in more than 50 years. In this week’s podcast, Nikola Vasiljevic, Head of Global Asset Allocation, joins host Julien Lafargue to discuss US dollar depreciation and elevated geopolitical uncertainty, and how much these factors can affect the investment outlook.

In this week’s podcast, Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to discuss the recent interest rate decisions from the US Federal Reserve (Fed) and the Bank of England (BoE). As the Fed cuts rates while the BoE holds fire, Michel considers the diverging policies of the two central banks and explores the prevailing economic backdrop in both countries.

In this week’s podcast, Pierre-Emmanuel Crama, Senior Hedge Fund Analyst, and Oliver Knox, Hedge Fund Analyst, join host Julien Lafargue to discuss the role of due diligence in manager selection, and the importance of understanding the asset class, its potential place in a portfolio, and the opportunities and risks involved.

As US non-farm payrolls came in weaker than expected in August, should investors be concerned about a slowdown in the US economy? In this week’s podcast, Lukas Gehrig, Head of Quant Macro and Thematic Strategy, joins Julien Lafargue to discuss the US labour market, the outlook for inflation, and what the Federal Reserve may do next.

As US Federal Reserve (Fed) Chair Powell takes a more dovish stance, should investors expect a US rate cut in September? In this week’s podcast, Michel Vernier, Head of Fixed Income Strategy, joins Julien Lafargue to discuss the recent Jackson Hole symposium, Fed independence, and US and UK interest rate expectations.

In our latest podcast, Julien Lafargue, Chief Market Strategist, reflects on key themes moving financial markets, from sector-specific tariffs to growing concerns over stagflation risk. He also discusses the Bank of England’s latest rate-setting meeting, and the implications for future interest rate decisions.

Earnings season is nearly over – so what stood out? In this week’s episode, Dorothée Deck, Head of Cross Asset Strategy, joins Chief Market Strategist Julien Lafargue to explore where expectations were beaten – particularly in US tech and European banks – and how markets have responded. Plus, find out what it could all mean for investors.

In this week’s podcast, Ivelin Stankov delves into the world of cryptocurrencies exploring the investor implications of growing demand for stablecoins, especially on US Treasuries. Host Julien Lafargue also shares his insights on the recent US trade agreements with Europe and Japan, as well as the strong start to the corporate earnings season.

What have the first six months of the year taught us about investor psychology? In this week’s podcast, Alex Joshi, Head of Behavioural Finance, joins Julien Lafargue to discuss the benefits of contrarian thinking, and the importance of taking a break from newsflow for long-term investors.

As earnings season begins to ramp up, investors will be hoping to get some valuable insight into how companies are navigating higher tariffs and ongoing geopolitical uncertainty. In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, joins Julien Lafargue to consider what makes this particular earnings season so important, how investors might position their portfolios and much more besides.

The first half of the year has been volatile in currency markets, driven by President Trump’s tariff policy and ongoing geopolitical uncertainty. In the US, the impact of tariffs on growth has caused the US dollar to weaken against the euro, sterling and the Swiss franc. In this week’s podcast, Bhaskar Gupta, Head of FX Distribution in the UK, joins Julien Lafargue to discuss what investors could expect from currency markets for the rest of the year.

Despite AI breakthroughs becoming more incremental, AI development and investment remain strong. While many models may perform well in narrow tasks, they can still struggle with practical reliability, which might limit commercial adoption in the near term. In this week’s podcast, Rob Smith, Data Scientist, joins Julien Lafargue to discuss the latest developments in this evolving technology.

As periods of elevated volatility in bond markets remain likely in the second half of the year, we explore how investors might navigate the ongoing uncertainty. Michel Vernier, Head of Fixed Income Strategy, and Aleks Devic, Fixed Income Specialist, join Julien Lafargue to discuss the expected future path of US and UK interest rates, the potential impact of the Middle East conflict, and where value may lie in the credit market.

As we approach the mid-point of the year, we take a moment to reflect on events, and consider what the next six months may entail for investors. Alex Joshi, Head of Behavioural Finance, joins Julien Lafargue to discuss our flagship Mid-Year Outlook report and consider how investors can more confidently navigate the trends which are expected to shape the rest of 2025.

As market volatility continues to weigh on investor sentiment, this week’s podcast explores the potential benefits and risks of hedge funds. Pierre-Emmanuel Crama, Senior Hedge Fund Analyst, and Oliver Knox, Hedge Fund Analyst, join host Julien Lafargue to discuss how effective manager selection can help reduce risks, what’s involved in a good manager selection process, and the role private banks can play in improving the accessibility of the asset class for investors.

As the US dollar struggles, sterling and the Swiss franc have gone from strength to strength. In this week’s podcast, Bhaskar Gupta, Head of FX Distribution in the UK, joins host Julien Lafargue to consider what’s next for the US dollar, reflect on the sustainability of sterling’s strength, and explore how the Swiss franc’s rising value may impact its economy.

At times of rising geopolitical tensions and economic uncertainty, a long-term view remains essential. In this week’s podcast, Nikola Vasiljevic, Head of Global Asset Allocation, joins host Julien Lafargue to look beyond the market noise to consider the outlook for the major asset classes over the next ten years.

This week’s podcast reflects on the recent market turmoil and what it could mean for the UK property market. Stephen Moroukian, our real estate financing specialist, joins host Julien Lafargue to discuss the outlook for interest rates and the health of the London prime property market.

This week’s podcast focuses on the bond market reaction to trade tariff uncertainty. Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to discuss the likely impact of tariffs on consumers and corporates, the latest US Federal Reserve interest rate projections and the probability of a US recession and much more besides.

With elevated market volatility, this week’s podcast focuses on how investors can retain perspective despite the challenging environment. Listen in as Alex Joshi, Head of Behavioural Finance, joins host Julien Lafargue to discuss how markets can magnify behavioural biases and why it’s important for investors not to make any knee-jerk decisions.

As financial markets grapple with the fallout from President Trump’s ‘Liberation Day’ announcements, Lukas Gehrig, Head of Quantitative Macro and Thematic Strategy, joins Julien Lafargue to discuss what it might mean for investors and the global economy. Listen in for their insights on how tougher US trade policy could impact the US dollar and the risk of recession, and how other economies might respond.

With an unsettled investment landscape, this week’s podcast focuses on how major currencies are faring. Listen in as Bhaskar Gupta, Head of FX Distribution in the UK, joins host Julien Lafargue to discuss the latest developments and what they mean for investors.

Amid ongoing market uncertainty, this week’s podcast delves into the latest interest rate updates from the US Federal Reserve and the Bank of England. Listen in as Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to discuss the implications for interest rates and investors.

How can investors navigate current market volatility? Alex Joshi, Head of Behavioural Finance, discusses the importance of a long-term perspective, and shares some insights on keeping a cool head during market turmoil. Host Julien Lafargue covers US inflation, tariffs and interest rate expectations.

This week, Nikola Vasiljevic, Head of Global Asset Allocation, discusses the correlation between equity and bond returns and how changing economic conditions can influence the relationship. Host, Julien Lafargue also covers tariffs, US jobs and EU defence spending.

This week, Dorothée Deck, Head of Cross Asset Strategy, examines the recent rise in dispersion of equity returns. With policy uncertainty likely to persist, and AI developments leading to more differentiation at the stock level, this dispersion is likely to stay elevated. Host Julien Lafargue covers trade tariffs, inflation in the US and Europe, and Nvidia’s latest earnings announcement.

This week, Stephen Moroukian, our real estate financing specialist, delves into recent developments in the UK property market – from mortgage rates to market sentiment – and whether there could be reasons for optimism. Host Julien Lafargue also covers the German election, the prospects for Europe and what’s been driving recent stock market volatility.

In this week’s podcast, Julien Lafargue, Chief Market Strategist, considers the outlook for the US inflation, the continued barrage of headlines on US tariffs and how European markets have reacted to a possible peace deal between Russia and Ukraine.

In our latest podcast, Julien Lafargue, Chief Market Strategist, reflects on another busy week for financial markets. Topics include the latest developments on President Trump’s tariffs, the US economy and corporate earnings, as well as the Bank of England’s revised growth and inflation forecasts.

With the fourth-quarter earnings season well under way, Dorothee Deck, our Cross Asset Strategist, covers the sectors with the fastest growth and the importance of diversification. As host, Julien Lafargue discusses central bank decisions in the major regions, with US trade, AI and market volatility.

Join host Julien Lafargue and Lukas Gehrig, from our Quantitative Strategy team, as they examine the US political landscape and how it could impact portfolios. Topics include the new administration’s executive orders and the implications for trade. Outside of politics, Lukas looks at portfolio composition and the potential role of hedge funds in investor diversification. Turning his attention to financial markets, Julien examines the AI sector, mixed corporate earnings data and US inflation.

Tune in as Alex Joshi, our Head of Behavioural Finance, examines New Year’s resolutions for investors. Topics include navigating market uncertainty through loss aversion and keeping a cool head during periods of volatility, including the Trump inauguration in the US. Meanwhile, host Julien Lafargue covers positive inflation data, the outlook for the Chinese economy, solid earnings from US banks and interest rate expectations in the major regions.

Join Michel Vernier, our Head of Fixed Income Strategy, as he discusses the latest developments in the US and UK bond markets. Topics include policy options for key central banks, inflation uncertainty and the implications of the UK Budget. Meanwhile, host Julien Lafargue provides an update on the US jobs market, manufacturing data, the health of the European economy and upcoming corporate earnings releases.

As we return for 2025, our Markets Weekly podcast host Julien Lafargue delves into key data releases from around the globe. Topics include the latest announcement from the US Federal Reserve, the most recent news from Washington and the upcoming fourth-quarter earnings season.

In our final podcast of 2024, host Julien Lafargue takes a whistlestop tour of the main takeaways from financial markets and the global economy for December, and the year as a whole. Key topics include US housing costs, the latest on China and the recent interest rate cuts from the European Central Bank and Swiss National Bank.

Join Lukas Gehrig and Robert Smith, as they explore this technology’s implications from a political, macroeconomic and environmental perspective. Meanwhile, our host Julien Lafargue discusses the latest employment and manufacturing data from the US and the implications of recent events in Syria.

In this week’s podcast, Stephen Moroukian, our real estate financing specialist, delves into the latest developments in property markets following a year of key elections. He also examines the main takeaways from the UK Budget, the outlook for fixed-rate borrowers and Monaco’s exclusive property market. Meanwhile, host Julien Lafargue provides an update on eurozone inflation, US trade tariffs and French politics.

Join Bhaskar Gupta, our Head of FX Distribution UK, as he ponders the impact of the US election result on global currency markets. Topics include the sharp appreciation of the US dollar since, and the market reaction to the Republican victory. He also considers the health of sterling following last month’s Budget and policy options for the European Central Bank. Meanwhile, podcast host Julien Lafargue examines Nvidia’s third-quarter earnings results, UK inflation and the eurozone’s latest macroeconomic data.

What’s on the horizon for investors next year? Julien Lafargue unveils the key insights from our Investment Strategy team’s just-launched "Outlook 2025" report. Tune in for this podcast special, as he discusses with Alex Joshi the major global themes and trends on our radar. With inflation and rates falling, and in the aftermath of a bumper year for elections, can economies and companies deliver on high expectations?

Bond markets had much to digest last week, with the US election and interest rate decisions from the US Federal Reserve and Bank of England. Podcast host Julien Lafargue is joined by Michel Vernier, our Head of Fixed Income Strategy, to discuss what these events could mean for interest rates, debt and inflation – and the implications for fixed income investors.

How has the new UK Budget landed and what does it mean for investors? Join Bethany McGauley, from our government and policy team, as she covers the key implications from the Chancellor’s announcements. Topics on the agenda include NHS funding, corporate taxes and ISAs. Meanwhile, our host Julien Lafargue discusses the most recent US employment data, the upcoming US presidential result, the latest corporate earnings season and imminent decisions from key central banks.

Julien Lafargue flies solo on this week’s podcast and breakdowns the key market events and trends of recent days. Tune in as he ponders the impact of ongoing global geopolitical uncertainty on investor decision-making. He also reflects on weakening UK investor sentiment ahead of this week’s Autumn Budget being unveiled.

Tune in as Stephen Moroukian, our real estate financing specialist, reflects on the recent mortgage market price war and the upcoming UK Budget. Meanwhile, host Julien Lafargue discusses the outlook for China, the latest crude oil prices and interest rates in the eurozone.

In this week’s podcast, Alex Joshi, our Head of Behavioural Finance, discusses the geopolitical factors currently influencing investment decision-making, with a particular focus on the UK Budget and US election. Key topics include the behavioural biases that can impact portfolio positioning and the effect of political news headlines. As podcast host, Julien Lafargue also ponders the latest meeting notes from the US Federal Reserve, the opening of the corporate earnings season and US inflation.

What could the result of the US presidential election mean for financial markets? Tune in as Nikola Vasiljevic, our Head of Quantitative Strategy, delves into the latest poll data, what is already priced in, and the possible implications for global risk appetites. Meanwhile host, Julien Lafargue ponders better-than-expected US employment data, global inflation figures and the latest crude oil prices amid ongoing tensions in the Middle East.

Join Bhaskar Gupta, our Head of FX Distribution UK, as he explores the outlook for currency markets over the short and medium term. Topics on the agenda include the weakening US dollar, the impact of key central bank decisions and potential risk factors for the remainder of the year. Podcast host Julien Lafargue also examines economic stimulus measures in China, inflation in the major regions and interest rates in the eurozone.

Hot on the heels of a busy week for central banks, Julien Lafargue and Michel Vernier, our Head of Fixed Income Strategy, reflect on last week’s rate cut from the US Federal Reserve and the potential implications for bond markets. Other topics include the upcoming US election, the ongoing impact of the 2008 financial crisis and the latest decision from the Bank of England.

Join podcast host Julien Lafargue as he discusses falling US inflation, the recent rate cut by the European Central Bank, and the soaring price of gold. He also ponders the upcoming interest rate decisions from the Bank of England, the US Federal Reserve and the Bank of Japan.

Should we be worried about government debt levels? Lukas Gehrig, our Quantitative Strategist, discusses the sustainability of the global sovereign debt burden, how it could be lowered, and what it could mean for investors. Julien Lafargue also pays tribute to our dear friend and colleague Henk Potts, the original host of this podcast, who sadly passed away last week.

Tune in as host Julien Lafargue shares fresh insights on key events shaping financial markets. This week, he covers better-than-expected inflation data from the major regions and the most recent US employment figures, as well as the implications for central bank policy.

What could the Bank of England’s recent interest rate cut mean for UK homeowners? Tune in as Stephen Moroukian, our real estate financing specialist, discusses the health of the housing sector for the remainder of 2024. He also covers the new government’s property pledges, mortgage approval rates and potential opportunities for international investors. Meanwhile, podcast host Julien Lafargue examines US employment data, the most recent decision from the Bank of Japan and the second-quarter US corporate earnings season.

Amid weaker-than-expected data from the US economy, Julien Lafargue considers the market reaction to these announcements and the possible implications for investors. Key topics include rising unemployment, the latest rate decision from the US Federal Reserve and headlines from the second-quarter earnings season. Our host also examines the Bank of England’s first rate cut since March 2020 – could more cuts follow soon?

Join host Julien Lafargue for fresh insights on the health of the global economy and financial markets. This week’s topics include the second-quarter earnings season, the fortunes of the AI sector, and upcoming central bank announcements, including a key decision from the Bank of England.

What could political upheaval in the US mean for financial markets? Tune in as Sonia Fernandes, Vice President of Government Relations and Policy at Barclays, discusses the latest developments in the presidential race. Topics include potential candidates for the Democratic party and the most recent voter polls. Turning to the UK, she covers the 40 bills set to be introduced during this parliament and the potential implications for investors. Meanwhile, Henk Potts examines UK inflation, the second-quarter corporate earnings season and the latest announcement from the European Central Bank.

Join podcast host Julien Lafargue for his weekly update on the trends shaping financial markets over the past seven days. Putting the spotlight on the world’s largest economy, he explores US inflation, the latest announcement from the US Federal Reserve and the upcoming presidential election. Other topics include mixed results from the second-quarter earnings season and the health of the banking sector.

Tune in as host Julien Lafargue gives us the lowdown on the results from the French and UK elections. Amongst other things, he explores France’s parliamentary split and the implications for the region’s budget in 2025. Turning his attention to the global economy, Julien also covers the latest manufacturing and employment data from the US.

With voters in France and the UK heading to the polls, Sonia Fernandes, from the UK Government Relations and Policy team at Barclays, considers what we might expect in the coming days. Topics include the last week of campaigning in the UK and the next round of voting in France. Meanwhile, host Henk Potts gives us the lowdown on US interest rates, eurozone inflation and the US employment market.

Tune in as Lukas Gehrig, our Quantitative Strategist, discusses the long-term macroeconomic outlook, with a focus on growth, inflation and central bank policy. Meanwhile, host Henk Potts explores falling UK inflation, the latest data from China and the Swiss National Bank’s decision to cut interest rates.

In this week’s podcast, Michel Vernier, our Head of Fixed Income Strategy, explores US central bank options and the possible implications for bond markets. Topics include the upcoming presidential election and US recession prospects. Meanwhile, host Henk Potts covers UK growth, the US labour market, this week’s key Bank of England interest rate decision and the latest gold prices.

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.

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.

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.

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.

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.

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.

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.

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.

Join Stephen Moroukian, our real estate financing specialist, as he reflects on growing UK mortgage approval rates and the implications of a possible fall in interest rates. Meanwhile, Henk Potts delves into US employment, the most recent manufacturing figures and eurozone inflation.

In this week’s podcast, special guest Peder Prahl, Managing Partner and CEO of Triton Partners, takes us on a whistlestop tour of the private credit space. Topics include private market shifts during the past 10 years, the potential impact of falling interest rates and possible investor opportunities. Meanwhile, host Julien Lafargue examines the latest rate announcements from the Bank of Japan, the US Federal Reserve, the Bank of England, and the Swiss National Bank.

As Bitcoin falls from its recent market high, Nikola Vasiljevic, our Head of Quantitative Strategy, considers the outlook for digital currencies over the short and medium term. Topics include the potential implications of recent regulatory changes in the US and UK, the possible role of digital assets in portfolio diversification, and the boom-bust cycle within the crypto space. Meanwhile, podcast host Henk Potts explores UK growth prospects, US inflation, and previews this week’s crucial interest rate meetings in the US, UK and Japan.

This week, Damian Payiatakis, our Head of Sustainable and Impact Investing, explores the outlook for early-stage green ventures. He also considers potential investor opportunities and the impact of increased government support in this space. Meanwhile, podcast host Henk Potts discusses record highs in Bitcoin, the UK Spring Budget, the latest developments in China, and interest rates in the eurozone.

In this week's podcast, host Henk Potts discusses the latest inflation data from the US and Europe, and what it could mean for interest rates. He also previews the upcoming US employment report and the UK's Spring Budget. Henk is joined by special guest Juliet Agnew, our Head of Philanthropy, who introduces our recently released 'Guide to Giving', which is designed to help donors get the most from their philanthropy journey.

With equities recently reaching an all-time high, Dorothee Deck, our Cross Asset Strategist, discusses the market outlook over the short and medium term. She also covers recession prospects in the major regions and potential benefits of defensive portfolio positioning. Meanwhile, host Henk Potts examines corporate earnings data linked to AI developments, US central bank options and the latest manufacturing figures.

In this week's podcast, Julien Lafargue discusses US inflation, UK employment and the latest consumer spending figures. He also explores the potential implications of the UK and Japan entering technical recessions.

Join host Julien Lafargue for fresh insights on the health of the global economy and financial markets. This week's topics include US inflation, the latest economic news from China, fourth-quarter corporate earnings and the potential implications for equity markets.

In this week's podcast, Bhaskar Gupta, our Head of FX Distribution UK, explores key developments in currency markets since the start of 2024. Topics include the health of major currencies, possible opportunities for investors and potential sources of volatility. While host Julien Lafargue contemplates central bank decisions, US employment and the fourth-quarter earnings season.

Tune in as podcast host Julien Lafargue delivers another fascinating update on the trends shaping financial markets. Amongst other things, he explores the latest announcement from the European Central Bank, US inflation and the health of the Chinese economy.

Listen as host Julien Lafargue reflects on key data releases grabbing the financial headlines at the start of 2024. Topics include US and UK retail sales, inflation in the major regions and US central bank options. As the fourth-quarter earnings season continues, he also considers the fortunes of some of the world’s largest tech companies.

India is in the global spotlight, and for good reason. Join us for a special podcast episode where Narayan Shroff, Head of Investments at Barclays Private Clients India, and Julien Lafargue, Chief Market Strategist at Barclays Private Bank and Wealth Management, explore equities, bonds, global trends and 2024’s key risks – all through the lens of India’s compelling growth story.

Tune in as host Julien Lafargue shares fresh insights on key events shaping financial markets over the past seven days. As well as the latest US inflation figures, he considers the most recent earnings data from major US banks and other key investor topics.

As we return from the festive break, podcast host Julien Lafargue ponders key events in the global economy and financial markets during recent weeks. Delving into the latest macroeconomic data, he examines eurozone inflation and US central bank policy options, among other key investor topics.

Property market special: Join Stephen Moroukian, our real estate financing specialist, as he ponders the health of the UK housing market following a year of shock interest rate rises and faltering global growth. He also considers the role of buy-to-let landlords and the outlook for Swiss real estate. Meanwhile, podcast host Julien Lafargue examines the latest central bank decisions in the major regions, among other key investor topics.

As we approach 2024, we turn our attention to the psychological biases that could impact investment decision-making in the year ahead. Join Alex Joshi, our Head of Behavioural Finance, as he examines key insights from our recently released ‘Outlook 2024’ report and the potential risks on the horizon over the next 12 months. He also offers practical steps for maintaining a psychological edge when investing feels uncomfortable. While host Julien Lafargue also considers the latest US employment data, upcoming central bank decisions and US inflation.

With the COP28 climate summit now under way, join Damian Payiatakis, our Head of Sustainable and Impact Investing, who discusses the key topics on the agenda and potential implications for investors. Meanwhile, podcast host Julien Lafargue reflects on the recent rebound in equity and bond markets, and what easing inflationary pressures could mean for interest rates.

Join Dorothée Deck, our Cross Asset Strategist, for fresh insights into the trends which could drive equity markets during the next 12 months and beyond. Delving into the highlights from our recently released ‘Outlook 2024’ report, she also considers last year’s rally in equities, as well as global recession prospects and the contrasting outlooks for different sectors. Also on the podcast, host Julien Lafargue reflects on the latest manufacturing figures, eurozone inflation and upcoming economic data from China.

Join Michel Vernier, our Head of Fixed Income Strategy, as he delves into the highlights from our signature ‘Outlook 2024’ report and the potential road ahead for bond markets. Amid falling inflation and rising US debt, he also examines central bank policy options and possible investor opportunities. Meanwhile, host Julien Lafargue provides a round-up of key events in the global economy, including the latest inflation data from the major regions.

Amid rising international tensions and stubbornly high inflation in the major regions, we turn our attention to the key trends likely to shape financial markets and drive investor decision-making in the year ahead. Tune in as podcast host Julien Lafargue shares the highlights from our just-released ‘Outlook 2024’ report, which explores topics such as global growth and geopolitics – including upcoming elections on both sides of the Atlantic – recession risks, and much more. It’s well worth a listen.

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.