Barclays Private Bank Podcasts

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Insights and analysis from leading investment, property and philanthropy experts within Barclays Private Bank. This series of podcasts will look at the trends, challenges and opportunities for those investing, buying property and giving in these turbulent times. privatebank.barclays.com/insights

Barclays Private Bank


    • Jun 2, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 8m AVG DURATION
    • 256 EPISODES


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    Latest episodes from Barclays Private Bank Podcasts

    Markets Weekly podcast (02 June 2025): Hedge funds: The importance of manager selection

    Play Episode Listen Later Jun 2, 2025 0:29


    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.

    Markets Weekly podcast (27 May 2025): Has the US dollar lost its lustre?

    Play Episode Listen Later Jun 2, 2025 0:19


    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.

    Markets Weekly podcast (19 May 2025): Taking the long view

    Play Episode Listen Later May 19, 2025 0:24


    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.

    head markets longview global asset allocation
    Markets Weekly podcast (12 May 2025): What's next for the UK property market?

    Play Episode Listen Later May 12, 2025 0:23


    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.

    Markets Weekly podcast (28 April 2025): What are US bond markets telling us?

    Play Episode Listen Later Apr 28, 2025 0:20


    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.

    Markets Weekly podcast (14 April 2025): A rollercoaster week

    Play Episode Listen Later Apr 14, 2025 0:18


    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.

    Markets Weekly podcast (7 April 2025): US tariffs special

    Play Episode Listen Later Apr 7, 2025 0:25


    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.

    Markets Weekly podcast (31 March 2025): What's next for FX markets?

    Play Episode Listen Later Mar 31, 2025 0:13


    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.

    Markets Weekly podcast (24 March 2025): Central bank special

    Play Episode Listen Later Mar 24, 2025 0:22


    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.

    Markets Weekly podcast (17 March 2025): Making sense of market noise

    Play Episode Listen Later Mar 17, 2025 0:20


    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.

    Markets Weekly podcast (10 March 2025): Equity and bond correlation

    Play Episode Listen Later Mar 10, 2025 0:20


    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.

    Markets Weekly podcast (3 March 2025): UK real estate special

    Play Episode Listen Later Mar 3, 2025 0:23


    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.

    Markets Weekly podcast (24 February 2025): UK real estate special

    Play Episode Listen Later Feb 24, 2025 0:23


    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.

    Markets Weekly podcast (17 February 2025): More US tariff news and the Trump effect on European assets

    Play Episode Listen Later Feb 17, 2025 0:11


    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.

    Markets Weekly podcast (10 February 2025): Trump's tariffs, US data and UK rates

    Play Episode Listen Later Feb 10, 2025 0:11


    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.

    Markets Weekly podcast (3 February 2025): US trade and corporate earnings special

    Play Episode Listen Later Feb 3, 2025 0:23


    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.

    Markets Weekly podcast (27 January 2025): US politics and hedge fund special

    Play Episode Listen Later Jan 27, 2025 0:26


    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.

    Markets Weekly podcast (20 January 2025): Behavioural Finance and US politics

    Play Episode Listen Later Jan 20, 2025 0:22


    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.

    Markets Weekly podcast (13 January 2025): Bond market special

    Play Episode Listen Later Jan 13, 2025 0:22


    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.

    Markets Weekly podcast (6 January 2025): US update and Q4 earnings

    Play Episode Listen Later Jan 6, 2025 0:09


    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.

    Markets Weekly podcast (16 December 2024): Real estate special and US trade tariffs

    Play Episode Listen Later Dec 16, 2024 0:09


    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.

    Markets Weekly podcast (9 December 2024): What could the AI revolution mean for investors?

    Play Episode Listen Later Dec 9, 2024 0:23


    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.

    Markets Weekly podcast (25 November 2024): Real estate special and US trade tariffs

    Play Episode Listen Later Dec 2, 2024 0:22


    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.

    Markets Weekly podcast (25 November 2024): What could the US election result mean for FX markets?

    Play Episode Listen Later Nov 25, 2024 0:19


    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.

    Markets Weekly podcast (18 November 2024): Outlook 2025: Time to deliver

    Play Episode Listen Later Nov 18, 2024 0:19


    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?

    Markets Weekly podcast (11 November 2024): Bond markets in focus

    Play Episode Listen Later Nov 11, 2024 0:22


    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.

    Markets Weekly podcast (4 November 2024): UK Budget special | Corporate earnings

    Play Episode Listen Later Nov 4, 2024 15:04


    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.

    Markets Weekly podcast (28 October 2024): The influence (or not) of politics

    Play Episode Listen Later Oct 28, 2024 10:15


    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.

    Markets Weekly podcast (21 October 2024): What could the UK Budget mean for property markets?

    Play Episode Listen Later Oct 21, 2024 0:28


    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.

    Markets Weekly podcast (14 October 2024): Behavioural finance: US election and UK Budget special

    Play Episode Listen Later Oct 14, 2024 0:21


    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.

    Markets Weekly podcast (7 October 2024): US election special and cooling inflation

    Play Episode Listen Later Oct 7, 2024 0:20


    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.

    Markets Weekly podcast (30 September 2024): China's ‘bazooka' and currency special

    Play Episode Listen Later Sep 30, 2024 0:18


    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.

    Markets Weekly podcast (23 September 2024): What could the Fed's rate cut mean for bond markets?

    Play Episode Listen Later Sep 23, 2024 0:21


    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.

    Markets Weekly podcast (16 September 2024): ECB rate cut and US inflation

    Play Episode Listen Later Sep 16, 2024 0:07


    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.

    Markets Weekly podcast (9 September 2024): The risks of rising sovereign debt

    Play Episode Listen Later Sep 9, 2024 0:13


    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.

    Markets Weekly podcast (19 August 2024): Where next for US and UK inflation?

    Play Episode Listen Later Aug 19, 2024 0:07


    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.

    Markets Weekly podcast (12 August 2024): Real estate special and US jobs

    Play Episode Listen Later Aug 12, 2024 0:23


    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.

    Markets Weekly podcast (5 August 2024): Equity market slump and US jobs

    Play Episode Listen Later Aug 5, 2024 0:12


    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?

    Markets Weekly podcast (29 July 2024): Q2 earnings and AI latest

    Play Episode Listen Later Jul 29, 2024 0:11


    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.

    Markets Weekly podcast (22 July 2024): US and UK politics special

    Play Episode Listen Later Jul 22, 2024 0:17


    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.

    Markets Weekly podcast (15 July 2024): US inflation and Q2 earnings

    Play Episode Listen Later Jul 15, 2024 0:13


    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.

    Markets Weekly podcast (8 July 2024): What could French and UK election results mean for markets?

    Play Episode Listen Later Jul 8, 2024 0:12


    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.

    Markets Weekly podcast (1 July 2024): Election special and US inflation

    Play Episode Listen Later Jul 1, 2024 0:13


    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.

    Markets Weekly podcast (24 June 2024): UK inflation and global growth

    Play Episode Listen Later Jun 24, 2024 0:16


    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.

    Markets Weekly podcast (17 June 2024): US interest rates and UK growth

    Play Episode Listen Later Jun 17, 2024 0:19


    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.

    Markets Weekly podcast (10 June 2024): ECB rate cuts and equity market rally

    Play Episode Listen Later Jun 10, 2024 0:20


    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.

    Markets Weekly podcast (3 June 2024): UK General Election special and US growth

    Play Episode Listen Later Jun 3, 2024 0:18


    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.

    Markets Weekly podcast (20 May 2024): Long-term investment goals vs. short-term volatility

    Play Episode Listen Later May 20, 2024 0:19


    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.

    Markets Weekly podcast (13 May 2024): Corporate earnings and key central bank decisions

    Play Episode Listen Later May 13, 2024 0:17


    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.

    AI, automation and the future of Indian enterprise

    Play Episode Listen Later May 3, 2024 0:20


    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.

    Markets Weekly podcast (29 April 2024): What role could venture capital play in AI innovation?

    Play Episode Listen Later Apr 29, 2024 0:26


    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.

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