Episodes
Will Hobbs is joined by special guest Ken Stuzin from the investment firm Brown Advisory. They discuss investment conditions and strategies today, and explain how funds like Ken’s adapt to shifts in the market and asset class trends. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit...
Published 05/03/24
Some of the biggest household names – from Tesla to Meta – have given us a snapshot of their finances. Seen as a bellwether for the US economy, and even the global economy, what can investors glean from the latest US earnings season? Will Hobbs and Sophie Barrington crunch the numbers. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit...
Published 04/25/24
Published 04/25/24
In addition to discussing recent global markets news, Sophie Barrington and Francis Addai take a closer look at the UK. With inflation falling, and having emerged from a short recession, are things finally looking up? To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit...
Published 04/18/24
With stubbornly high US inflation jolting markets, Will Hobbs and Miles Sherry use this week’s podcast to discuss curveballs and risks for investors in 2024. From elections to conflict, the path ahead may be unpredictable but to what extent might investors need to change tack? To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit...
Published 04/11/24
With the first three months of 2024 behind us, Will Hobbs reflects on the Q1 drivers and detractors for global investors. Sophie Barrington also asks him about the outlook for Q2 as major elections loom and geopolitics continue to catch the eye. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit...
Published 04/04/24
Does current investor sentiment tally with the reality in markets? Why are Japanese stocks on a roll? And what are the risks of returns being driven by a very narrow concentration of stocks? Tune in as Francis Addai and Miles Sherry answer these questions and more. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit...
Published 03/28/24
With three of the world’s major central banks having opted against cutting interest rates, Will Hobbs and Sophie Barrington reflect on the latest signals and market reactions. They also discuss politics and cyclical investment trends. Tune in to find out more. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit...
Published 03/21/24
This week’s podcast looks at AI, amid growing signs that the hype is justified. Will Hobbs and Miles Sherry also discuss two more things on the up, but in a very different sense – UK growth and US inflation. How could investors interpret the latest data? To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit...
Published 03/14/24
What might the latest Budget mean for you? Will Hobbs, Clare Francis and Miles Sherry review the big announcements from Westminster, and their potential implications for savers and investors. To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit www.cib.barclays/our-insights/3-p…bal-outlook.html To find out about starting your investment journey with Barclays, visit...
Published 03/06/24
In our latest podcast, Will Hobbs is back in the studio with Miles Sherry. This week, they cast their eyes eastwards, with a fascinating look at the opportunities and challenges for investors seeking exposure in Asia. Is the investment case still there? To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit www.cib.barclays/our-insights/3-p…bal-outlook.html To find out...
Published 03/01/24
Sophie Moody quizzes Luke Pearce on the common questions we’re being asked right now. Topics include: Investing versus cash, emerging market equities, US rate cuts and so-called ‘known unknowns’. Tune in to find out more. To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit www.cib.barclays/our-insights/3-p…bal-outlook.html To find out about starting your investment...
Published 02/22/24
What are the implications of a UK recession? And has recent inflation progress offered false hope? Plus, are markets really bothered about the race to the White House? Join Will Hobbs and Sophie Moody to find out more. To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit www.cib.barclays/our-insights/3-p…bal-outlook.html To find out about starting your investment journey...
Published 02/15/24
This week we look at the good, the bad, and the ugly in the global economy today. From the struggles of China and Germany, to the gravity-defying US and more. Is it a world of pain or hope for investors? To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit www.cib.barclays/our-insights/3-p…bal-outlook.html To find out about starting your investment journey with Barclays,...
Published 02/09/24
If inflation is easing off, why are rate cuts still on ice? And with corporate earnings season in full swing, will ‘Big Tech’ keep marching on? Tune in to hear Will Hobbs and Miles Sherry in another must-listen episode. To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit www.cib.barclays/our-insights/3-p…bal-outlook.html To find out about starting your investment...
Published 02/01/24
Will Hobbs and Miles Sherry pick up where they left off last week. As well as pondering recent global headlines, they turn their attention to Emerging Markets and China. What role might they play for investors in 2024? To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit www.cib.barclays/our-insights/3-p…bal-outlook.html To find out about starting your investment journey...
Published 01/25/24
From Bitcoin to elections, and inflation to conflict, Will Hobbs and Miles Sherry join forces to make sense of an eye-catching start to the year. Should investors brace for another unpredictable 12 months? To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit www.cib.barclays/our-insights/3-p…bal-outlook.html To find out about starting your investment journey with...
Published 01/18/24
Will Hobbs (Head of UK Multi-Asset Wealth) talks to Ryan Blute (Managing Director, PIMCO) about another year with central bankers centre stage for investors. To read Barclays Private Bank's "Outlook 2024" report, visit privatebank.barclays.com/insights/202…utlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit www.cib.barclays/our-insights/3-p…bal-outlook.html To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can...
Published 12/15/23
Will Hobbs (Head of UK Multi-Asset Wealth), Karen Ward (Chief Market Strategist at JP Morgan Asset Management), and Nick Kirrage (Co-head Global Value Team at Schroders) talk about the investment outlook for 2024, including what we can expect from AI, US productivity, and how much geopolitical risk has been priced in the markets. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's...
Published 12/12/23
Will Hobbs (Head of UK Multi-Asset Wealth) talks with Eric Shimp (International Government Affairs for Principal Financial Group) about whether events such as upcoming elections, the rise of China, and the decline of US economic dominance could change the way we invest. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit...
Published 12/07/23
Will Hobbs (Head of UK Multi-Asset Wealth) talks with Camellia Huang (Investment Analyst at Aubrey Capital Management) about the unique opportunities and challenges of investing in China. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit https://www.cib.barclays/our-insights/3-point-perspective/q1-2024-global-outlook.html To find out about starting...
Published 11/30/23
In this special episode, Sarah Gresty (Head of Investments), Clare Francis (Director of Savings and Investments), and Luke Pearce (Senior Investment Strategist) share their insights, perspectives, and candid conversation on how today’s announcement (22 November 2023) could affect investors and what changes may lie ahead. To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024...
Published 11/22/23
We look at how the latest fall in US inflation, a struggling Chinese economy, and persistent fears of recession could be affecting a global economic outlook, with Maya Welford (Behavioural Finance Expert) and Will Hobbs (Chief Investment Officer). To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/ For Barclays Investment Bank's "Q1 2024 Global Outlook" visit...
Published 11/16/23
We discuss whether central banks are successfully reigning in inflation and what the future of interest rates may mean for investors, with Maya Welford (Behavioural Finance Expert), Alan Budenberg (Investment Consultant), and Francis Addai (Senior Investment Strategist). To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates -...
Published 11/09/23
Will Hobbs (Chief Investment Officer) talks with David Parsons (Head of Public Fixed Income Investment Specialists at M&G) about whether interest rates have peaked and, if so, will central banks start cutting them soon, or are there more clouds on the horizon for the global economy? To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates -...
Published 11/02/23