Episodes

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

    Markets Weekly podcast (20 May 2024): Long-term investment goals vs. short-term volatility
    May 20 2024
    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.
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    Less than 1 minute
  • Markets Weekly podcast (13 May 2024): Corporate earnings and key central bank decisions

    Markets Weekly podcast (13 May 2024): Corporate earnings and key central bank decisions
    May 13 2024
    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.
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    Less than 1 minute
  • AI, automation and the future of Indian enterprise

    AI, automation and the future of Indian enterprise
    May 3 2024
    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.
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    Less than 1 minute
  • Markets Weekly podcast (29 April 2024): What role could venture capital play in AI innovation?

    Markets Weekly podcast (29 April 2024): What role could venture capital play in AI innovation?
    Apr 29 2024
    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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    Less than 1 minute
  • Markets Weekly podcast (22 April 2024): Where next for US interest rates?

    Markets Weekly podcast (22 April 2024): Where next for US interest rates?
    Apr 22 2024
    In this week’s podcast, Michel Vernier, our Head of Fixed Income Strategy, examines the outlook for interest rates in the major regions and particularly the US. Other topics include bond yields, declining inflation and potential opportunities for fixed income investors. While host Henk Potts explores China’s growth prospects, the latest UK employment figures, inflation in the eurozone, and other key investor topics.
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    Less than 1 minute
  • Markets Weekly podcast (15 April 2024): US inflation and behavioural finance

    Markets Weekly podcast (15 April 2024): US inflation and behavioural finance
    Apr 15 2024
    What are the psychological implications of investing when markets are at an all-time high? Tune in as Alex Joshi, our Head of Behavioural Finance, delves into the emotional biases that could impact investment decision-making when markets remain buoyant despite a predicted economic slowdown. Meanwhile, host Henk Potts examines crude oil prices, US inflation and the latest announcement from the European Central Bank, amongst other things.
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    Less than 1 minute
  • Markets Weekly podcast (8 April 2024): Property market special and US jobs

    Markets Weekly podcast (8 April 2024): Property market special and US jobs
    Apr 8 2024
    Join Stephen Moroukian, our real estate financing specialist, as he reflects on growing UK mortgage approval rates and the implications of a possible fall in interest rates. Meanwhile, Henk Potts delves into US employment, the most recent manufacturing figures and eurozone inflation.
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    Less than 1 minute
  • Markets Weekly podcast (18 March 2024): What could key regulatory changes mean for cryptocurrencies?

    Markets Weekly podcast (18 March 2024): What could key regulatory changes mean for cryptocurrencies?
    Mar 18 2024
    As Bitcoin falls from its recent market high, Nikola Vasiljevic, our Head of Quantitative Strategy, considers the outlook for digital currencies over the short and medium term. Topics include the potential implications of recent regulatory changes in the US and UK, the possible role of digital assets in portfolio diversification, and the boom-bust cycle within the crypto space. Meanwhile, podcast host Henk Potts explores UK growth prospects, US inflation, and previews this week’s crucial interest rate meetings in the US, UK and Japan.
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    Less than 1 minute