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Markets Weekly podcast (18 November 2024): Outlook 2025: Time to deliver
Manage episode 450804702 series 3592001
Контент предоставлен Barclays Private Bank. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Barclays Private Bank или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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?
…
continue reading
248 эпизодов
Manage episode 450804702 series 3592001
Контент предоставлен Barclays Private Bank. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Barclays Private Bank или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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?
…
continue reading
248 эпизодов
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Barclays Private Bank Podcasts

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.
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.
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Barclays Private Bank Podcasts

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.
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Barclays Private Bank Podcasts

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.
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.…
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.…
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Barclays Private Bank Podcasts

1 Markets Weekly podcast (17 February 2025): More US tariff news and the Trump effect on European assets
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.
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Barclays Private Bank Podcasts

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.
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Barclays Private Bank Podcasts

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.…
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Barclays Private Bank Podcasts

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.…
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Barclays Private Bank Podcasts

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.…
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.…
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.
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Barclays Private Bank Podcasts

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.…
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Barclays Private Bank Podcasts

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.
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