Word on the Street

Barclays
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Dec 12, 2023 • 18min

#251: JP Morgan and Schroders – What can UK investors expect in 2024?

Will Hobbs (Head of UK Multi-Asset Wealth), Karen Ward (Chief Market Strategist at JP Morgan Asset Management), and Nick Kirrage (Co-head Global Value Team at Schroders) talk about the investment outlook for 2024, including what we can expect from AI, US productivity, and how much geopolitical risk has been priced in the markets. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit https://www.cib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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Dec 7, 2023 • 23min

#250: Principal Financial – Could geopolitical volatility change how we invest?

Will Hobbs (Head of UK Multi-Asset Wealth) talks with Eric Shimp (International Government Affairs for Principal Financial Group) about whether events such as upcoming elections, the rise of China, and the decline of US economic dominance could change the way we invest. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit https://www.cib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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Nov 30, 2023 • 15min

#249: Aubrey Capital – What are the challenges of investing in China?

Will Hobbs (Head of UK Multi-Asset Wealth) talks with Camellia Huang (Investment Analyst at Aubrey Capital Management) about the unique opportunities and challenges of investing in China. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit https://www.cib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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Nov 22, 2023 • 11min

#248: Autumn Statement Reaction

In this special episode, Sarah Gresty (Head of Investments), Clare Francis (Director of Savings and Investments), and Luke Pearce (Senior Investment Strategist) share their insights, perspectives, and candid conversation on how today’s announcement (22 November 2023) could affect investors and what changes may lie ahead. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit https://www.cib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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Nov 16, 2023 • 11min

#247: Should UK investors still expect global economic growth?

We look at how the latest fall in US inflation, a struggling Chinese economy, and persistent fears of recession could be affecting a global economic outlook, with Maya Welford (Behavioural Finance Expert) and Will Hobbs (Chief Investment Officer). To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit https://www.cib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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Nov 9, 2023 • 16min

#246: How could the slowing of inflation affect UK Investors?

We discuss whether central banks are successfully reigning in inflation and what the future of interest rates may mean for investors, with Maya Welford (Behavioural Finance Expert), Alan Budenberg (Investment Consultant), and Francis Addai (Senior Investment Strategist). To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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Nov 2, 2023 • 21min

#245: M&G – Will we soon see a cut in interest rates or could they start to rise again?

Will Hobbs (Chief Investment Officer) talks with David Parsons (Head of Public Fixed Income Investment Specialists at M&G) about whether interest rates have peaked and, if so, will central banks start cutting them soon, or are there more clouds on the horizon for the global economy? To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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8 snips
Oct 26, 2023 • 33min

#244: Morgan Stanley – How do you choose investments in a volatile world?

Miles Sherry (Wealth Manager) asks Laura Bottega (Chief Operating Officer of International Equities at Morgan Stanley) and Will Hobbs (Chief Investment Officer) questions posed by investors, including how they should invest in a volatile world, could today’s big companies lose their dominant positions, and if a diversified investment is still the best way of capturing long-term gains. To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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Oct 19, 2023 • 31min

#243: BlueBay - How do high interest rates and inflation change the way we invest?

Chris Bamford (Portfolio Manager) talks to Mark Dowding (Chief Investment Officer at BlueBay Asset Management) and Jean-Paul Jaegers (Head of Asset Allocation) about the role of high-quality fixed income within diversified portfolios. They also explore inflation, labour markets, the latest expectations for interest rates, and what it all may mean for investors. To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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Oct 12, 2023 • 13min

#242: Should investors prepare for another rise in inflation?

We talk about the latest market news, the possible return of higher oil prices and rising inflation, and the outlook for the world economy, with Sarah Gresty (Head of Investments) and Will Hobbs (Chief Investment Officer). To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/

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