This week, Will Hobbs and Sophie Barrington delve into the upcoming German election, the broader prospects for Europe amid a recovery in the region’s stock markets, and the latest developments in technology.
To read insights from Barclays Investment Bank, visit https://www.ib.barclays/our-insights.html?cid=chartable_site_pbpodcast
To find out about startin ... Show More
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
Sep 12
Talking Heads – European small-cap stocks have the wind in their sails
After a lean period in recent years, European small-cap stocks have entered positive territory. Damien Kohler, Head of European Small Caps, talks to Daniel Morris, Chief Market Strategist, about the attractions of small capitalisation companies and their place in portfolios of in ... Show More
7m 3s
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
Nov 2024
Talking Heads – Will US equities run much further, pause or stumble?
With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out? Andrew Craig, Co-head of the Investment Insight ... Show More
12m 20s
Mar 2025
Talking Heads – Time to unearth value stocks and diversify
Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into a ... Show More
7m 51s
Jun 2025
Talking Heads – Which long-term themes are set to drive global equity markets?
Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.For ... Show More
7m 25s
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
Apr 2025
Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ... Show More
9m 2s