logo
episode-header-image
Nov 2024
26m 43s

#296 A new world order

BARCLAYS
About this episode
Tune in as Will Hobbs and Miles Sherry chew the fat on the prospects for an entirely new world order confronting investors, following a clean sweep for the Republican Party in last week's US elections. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ To read insights from Bar ... Show More
Up next
Nov 19
#348 UK Budget wobbles
This week, Miles Sherry sits down with Sean Markowicz to discuss the market reaction to ongoing speculation about the upcoming UK Budget. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investmen ... Show More
11m 59s
Nov 13
#347 Japan in focus
This week, Francis Addai talks to Rob Mansell, Portfolio Manager, about the rally in Japanese equities and how the AI theme is unfolding. How are Japanese companies adapting to the challenge from Chinese competitors and how have active managers changed their investment approach? ... Show More
17m 42s
Nov 6
#346 Fixed income opportunities
This week, Sean Markowicz talks to Chris Bamford, Portfolio Manager, about the latest views on asset allocation from our active third-party fixed income managers. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-an ... Show More
20m 2s
Recommended Episodes
Sep 2024
Talking Heads - Emerging market debt: Further to go after a strong run
Emerging market debt has had a strong run since the start of 2024 with positive performance across the universe of sovereign issuers. Listen to this Talking Heads podcast with Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management, and Andrew Craig, Co-head o ... Show More
8m 47s
Jan 2025
Market declines, tech earnings season kicks off, investors focus on the Fed's upcoming rate decision.
Deepseek rattles the market to start off the week. Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Nvidia (NVDA), AT&T ... Show More
52m 45s
Apr 2025
The World Bank and the IMF
As the International Monetary Fund and the World Bank Group meet in Washington DC, the Trump administration's shakeup of the global economy is top of mind. Host Christopher Walljasper talks to Trade and Global Economics reporter David Lawder and Emerging Markets Correspondent Kar ... Show More
24m 53s
Sep 2024
Markets riding the ‘Fed wave’
<p>Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&amp;P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep the ... Show More
11m 1s
Oct 3
Europe on a mission
Simon Wells, Chief European Economist, assesses the growth outlook for the region and the contrasting fortunes of the ECB and Bank of England in their bid to tame inflation.For more content from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn. And don't ... Show More
13m 5s
Jan 2025
Talking Heads – Where might markets go?’
Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face? Kicking off our 2025 podcast series, Andrew Craig, Co-head of the Investment Insights Centre, and Chief Market Strategist Daniel Morris revisit our investment outloo ... Show More
6m 53s
Jul 2025
The mindset of a contrarian investor – Anthony Bolton
How can investors profit by going against the crowd? Nicolai Tangen sits down with legendary contrarian investor Anthony Bolton to discuss the art of thinking differently in financial markets. Drawing from his remarkable tenure at Fidelity, Bolton explains why popularity is risk ... Show More
38 m
Nov 2024
Equities turn a corner after a tough week
<p>US stocks yesterday regained some ground after last week's sharp sell-off that reversed the S&amp;P 500’s post-election gains as Wall Street looks ahead to some major market-moving earnings reports and bets for a December Fed rate cut are losing steam. Fabian Wenner, Equities ... Show More
15m 48s
Sep 24
Temasek CEO: Investing for the Future, Navigating Geopolitics and Building Trust
What drives Temasek's long-term investment philosophy? In this episode of In Good Company, Nicolai Tangen sits down in Singapore with Dilhan Pillay, CEO of Temasek, to explore the philosophy and strategy behind one of the world's most influential investment companies. Dilhan shar ... Show More
43m 11s
Oct 19
Why This Legendary Investor Says We're in a Stock Market Bubble
In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dig into the latest big bank earnings and what they signal about the health of the U.S. consumer. Next, they explore the disconnect between potential economic warning signs and the market’s ... Show More
28m 25s