Word on the Street

Barclays
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Dec 11, 2025 • 12min

#350 Central banks in focus

This week, Sean Markowicz sits down with Francis Addai to discuss the latest round of central bank meetings and what it all means for investors. To read Barclays Private Bank's "Outlook 2026" report, visit https://privatebank.barclays.com/insights/outlook-2026-11-2025/ To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ 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 - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Nov 26, 2025 • 11min

#349 A UK Budget Special

Miles Sherry is joined by Sonia Fernandes from our Government Relations team, as they reflect on the key announcements from the Chancellor’s Autumn Budget. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ 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 - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Nov 19, 2025 • 12min

#348 UK Budget wobbles

Sean Markowicz, a markets expert and analyst at Barclays, joins to dissect the current UK budget jitters. He discusses the shocking spike in gilt yields and the impacts of potential income tax rises. Markowicz also digs into US market volatility, attributing recent pullbacks to profit-taking and shifts in tech investments. With insights on layoffs and evolving job norms, he warns about interpreting noisy labor data and cautions against knee-jerk reactions to upcoming numbers. It's a rollercoaster of fiscal insights and market predictions!
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Nov 13, 2025 • 18min

#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? To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ 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 - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Nov 6, 2025 • 20min

#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-and-insights/investments/ 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 - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Oct 30, 2025 • 14min

#345 Catalysts and opportunities

This week, Francis Addai talks to Stephen Peters, Portfolio Manager, as they explore what’s driving UK equity markets after the FTSE 100 index set a new record high. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ 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 - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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5 snips
Oct 23, 2025 • 14min

#344 Markets in focus

This week, Luke Pearce talks to Sean Markowicz about the recent correction in the gold price, UK inflation and Japan’s fiscal outlook. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ 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 - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Oct 16, 2025 • 15min

#343 Philanthropy special

This week, Sophie Barrington talks to Juliet Agnew about the recent launch of the ‘The Modern Philanthropist’ report, which explores the scale, scope and drivers of today’s high net worth donors and the vital role that they play in society. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ 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 - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Oct 2, 2025 • 20min

#342 Perspectives from a Portfolio Manager

This week, Sean Markowicz talks to Stephen Peters from our Manager Selection team about the opportunities and challenges facing the active management industry. To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ 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 - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/
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Sep 25, 2025 • 15min

#341 Could this time be different?

This week, Francis Addai talks to Miles Sherry about US equity markets and the US dollar. Is now the time for investors to shift exposure from the US to Europe? And what are the implications of US dollar weakness for UK investors? To read news and insights from Barclays Wealth Management, visit https://www.barclays.co.uk/wealth-management/news-and-insights/investments/ 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 - www.linkedin.com/showcase/barclay…tal-investments/ And for Barclays Wealth Management updates - www.linkedin.com/company/barclays…ment-management/

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