Word on the Street

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/

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/

Rob Mansell, a savvy portfolio manager specializing in multi-asset funds, dives deep into the world of emerging markets. He explores whether China’s market rally can sustain itself and analyzes the unique drivers behind the strong performances in Mexico and Brazil. The conversation also touches on how a weaker dollar benefits these markets and the critical role of Taiwan and Korea in AI supply chains. Mansell highlights how investor strategies have evolved post-pandemic, revealing new opportunities in this dynamic landscape.

This week, Sophie Barrington talks to Francis Addai about the market implications of the latest US employment revisions, as well as the outlook for gold after its prolonged rally. 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/

This week, Francis Addai and Sean Markowicz discuss long-term global debt concerns, the UK Budget and the upcoming US jobs report. 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/

This week, Luke Pearce talks to Sophie Barrington about the shift in performance between growth and value stocks. They also discuss Federal Reserve Chairman Powell’s market-moving speech from Jackson Hole, as well as the latest political situation in France. 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/

In this engaging discussion, Sean Markowicz, a financial markets expert from Barclays Bank, shares insights on current UK and US inflation trends. He reveals underlying pressures in service and food prices affecting market decisions. The talk also navigates labor market uncertainties and how tariffs influence economic conditions. Sean highlights the resilience of the stock market despite economic concerns and underscores the importance of global diversification in investment strategies. Get ready for a nuanced take on today's financial landscape!

This week, Miles Sherry and Will Hobbs tackle some of the most popular client questions, from a potential peace deal in Ukraine to concerns over the latest tech bubble and stagflation in the US. 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/

Delve into the surprising findings of a weak US labor market report and its impact on interest rate expectations. Discover the challenges faced in today's labor market dynamics and how the Federal Reserve might respond. Explore the dollar's shifting value as a safe haven amid economic uncertainty. Additionally, hear about the Bank of England's recent interest rate cut and the varied opinions within its Monetary Policy Committee. With stalled disinflation in the UK, investors are urged to tread carefully in this complex landscape.

Sean Markowicz and Sophie Barrington take a deep dive into the US-EU trade agreement, the latest updates from the major central banks, and recent moves in currency markets. 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/