Word on the Street

Barclays
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Feb 21, 2020 • 23min

#41 Reshuffles, budgets and the pros and cons of infrastructure spending

This week head of Investments, Nicky Eggers, talks to Sophie Traherne, senior political expert, Will Hobbs, CIO and Hao Ran Wee, senior investment strategist about the latest cabinet reshuffle and what that might mean for the coming budget(0:53). The team also tackle some of the pros and cons of infrastructure spending (6:00).
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Feb 14, 2020 • 20min

#40 Will the coronavirus spell the end of globalisation?

This week we discuss the effect Covid-19 (or coronavirus) could have on the economy, and whether it could lead to a global recession. We also look at the impact that the outbreak and recent trade tensions have had on our manufacturing supply chains, and whether this points towards the end of globalisation as we know it, with Nicky Eggers, Head of Investments, and Will Hobbs, Chief Investment Officer.
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Feb 7, 2020 • 14min

#39 US politics and an emerging pandemic?

This week, we talk about a busy week in US politics (00:54), the latest on the Wuhan viral outbreak (8:09), and the state of the world economy (10:18) with Toby Cross, Head of Client Investment Solutions, and Will Hobbs, Chief Investment Officer.
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Jan 31, 2020 • 25min

#38 Brexit day: the end of the beginning

This week, we discuss the political and economic outlook for the UK economy on this historic day when the UK leaves the European Union and enters the transition period (1:33), the problems with UK productivity growth (10:24), and the government's domestic agenda for 2020 (21:10), with Toby Cross, Head of Client Investment Solutions, Sophie Traherne, Senior Political Analyst, Will Hobbs, Chief Investment Officer, and Hao Ran Wee, Senior Investment Strategist.
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Jan 24, 2020 • 21min

#37 The past, present, and future of work

This week, we talk about about the latest on the UK economy (1:30), what to do about the Wuhan viral outbreak (3:28), as well as the past, present and future of work (6.20), including the possible impact of artificial intelligence (13:45), with Toby Cross, Head of Client Investment Solutions, and Will Hobbs, Chief Investment Officer.
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Jan 17, 2020 • 11min

#36 Emerging markets, kebabs, and other distractions

This week we discuss the trade deal between the US and China (1:15), whether now is a good time to invest in emerging markets (2:33), what the political trials and tribulations around the world mean for investors (5.15), and the importance of independent central banks (9:00), with Stephen Peters, Head of Equity Fund Research, and Will Hobbs, Chief Investment Officer.
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Jan 10, 2020 • 20min

#35 What to do in times of crisis

This week, we discuss the rising political crisis in Iran, armchair generals, and who we should listen to at times like this, with Nicky Eggers, Managing Director in Investment Solutions, Will Hobbs, Chief Investment Officer, and Rob Smith, Head of Behavioural Finance.
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Jan 3, 2020 • 10min

#34 Following the crowd: does it help or hinder your investments?

This week we discuss consensus and investing – i.e. what the majority of investors are thinking – and how this impacts investment decisions, with Mike Haslam, Head of Funds Distribution, and Jean-Paul Jaegers, Head of Asset Allocation.
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Dec 27, 2019 • 17min

#33 The past decade of investing and the costs of waiting to get invested

This week Mike Haslam, Investment Funds Director, talks to Luke Pearce, Investment Strategist, about the last 10 years, what to expect from the next decade and the cost of waiting to get invested.
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Dec 20, 2019 • 14min

#32 Three lessons from 2019

This week Mike Haslam, Investment Funds Director, talks to Will Hobbs, Chief Investment Officer about the latest in the impeachment saga as well as three lessons he and the team have taken from this year.

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