Word on the Street

Barclays
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5 snips
Oct 5, 2023 • 14min

#241: Should investors still worry about chaotic markets and a coming recession?

We look at whether fears of recession have faded and consider what investors should learn from another chaotic week in markets, with Miles Sherry (Wealth Manager) 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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Sep 28, 2023 • 9min

#240: Can economic resilience continue in the face of soaring interest rates?

Maya Welford (Behavioural Finance Expert) and Jean-Paul Jaegers (Head of Asset Allocation) discuss the impact of interest rates on economic resilience, navigating economic uncertainty in asset allocation, and current views and trends in financial markets.
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Sep 21, 2023 • 21min

#239: Has the Bank of England signalled that we’ve reached the peak in interest rate rises?

Miles Sherry, a Wealth Manager, and Will Hobbs, Chief Investment Officer, discuss the Bank of England's decision to pause interest rate rises. They explore whether the recent rise is the peak and its potential impact on inflation targets and transitioning challenges. Other topics include private sector wage growth, seasonal patterns in the stock market, and exploring emerging markets and their growth potential.
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Sep 19, 2023 • 24min

#238: Goldman Sachs – How do investment themes reveal opportunities to investors?

Will Hobbs, Chief Investment Officer at Goldman Sachs, speaks with Luke Barrs, Global Head of Client Portfolio Management at Goldman Sachs Asset Management, about investment themes such as a global manufacturing shift away from Asia and determining the best investments in a changing environment. They discuss the trend of supply chain realignment, the trade-off between efficiency and inflation, challenges in replicating microchip manufacturing, and the approach to thematic investing.
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Sep 14, 2023 • 14min

#237: Should markets be wary of a dominant China and global tech giants?

We discuss the impact of rising inflation and oil prices on the market, as well as how the dominance of China and tech giants affects competition and innovation, with Maya Welford (Behavioural Finance Expert) 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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Sep 12, 2023 • 16min

#236: Polar Capital - Can high interest rates be good for investors?

Will Hobbs, Chief Investment Officer, and Nick Brind, Fund Manager at Polar Capital, discuss the impact of fluctuating interest rates on the financial sector. They explore the complexity of the sector, the role of key personnel, and the challenges of predicting interest rates. They also highlight the potential for banks and insurance companies to make more money if interest rates return to normal levels.
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12 snips
Sep 7, 2023 • 20min

#235: Jupiter Asset Management - Why is the price of gold so important to investors?

Will Hobbs speaks with Ned Naylor-Leyland about the role of precious metals in investment portfolios and the importance of diversification. They discuss the end of the gold standard, imagine future scenarios in investing, and highlight concerns and excitement about the investment landscape.
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Sep 6, 2023 • 23min

#234: Lord Abbett - What is driving the rising demand for bond investments?

Will Hobbs, Frank Paone, and Kewjin Yuoh discuss the rising demand for bond investments, duration as a risk measure, challenges and opportunities in bond investments, and aligning with clients' needs for all-weather returns.
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Sep 5, 2023 • 15min

#233: Downing - What challenges do investors face in the UK small and medium-sized market?

Judith Mackenzie, Head of Downing Fund Managers, discusses challenges and opportunities in UK small and medium-sized market, including due diligence, corporate behavior, and impact of the pandemic. They focus on unique companies with low debt and management stake, and the need to control what they can in the market.
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Aug 31, 2023 • 21min

#232: Why do investors still think it’s a good time to remain invested?

Behavioural finance expert Maya Welford, wealth manager Miles Sherry, and chief investment officer Will Hobbs discuss topics troubling investors like rising cash rates, geopolitical uncertainties, and the potential disruptive impact of China's economy. They also emphasize the importance of global economy progress, balanced mix, and focusing on long-term prospects in investment decisions.

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