Word on the Street

Barclays
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Sep 3, 2020 • 19min

#76 Are we witnessing another tech bubble?

This week, Head of Investments Nicky Eggers talks to Will Hobbs, Chief Investment Officer, about concerns that we are watching another technology bubble inflate. They discuss if such dominance of a handful of companies is unusual and what is driving it. Also, does it make these still surging stock markets more vulnerable? And what has the Black Death got to do with any of it?
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Aug 27, 2020 • 21min

#75 Opportunity in the UK

This week, we look at the opportunities in UK equities, while also discussing whether the Eat Out to Help Out scheme has helped and what the near-term outlook for the UK economy is, with Nicky Eggers (Head of Investments), Will Hobbs (Chief Investment Officer), and Stephen Peters (Senior Investment Manager).
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Aug 20, 2020 • 18min

#74 The crisis that saved the planet?

For this episode, we have Head of Product Nicky Eggers, talking to Ian Aylward, Head of Fund Selection, and Will Hobbs, Chief Investment Officer, about a way to save the rainforest, the link between air pollution and crime, and what companies (and economists) can do to help save the world.
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Aug 14, 2020 • 30min

#73 A vaccine already?

For this episode, we have Head of Product, Nicky Eggers talking to Will Hobbs, CIO and Rob Smith, Head of Behavioural Finance about the UK’s record breaking plunge in output, the outlook for vaccines and treatments after Russia’s announcement and whether the pick for vice president in the US really matters on the campaign trail.
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Aug 7, 2020 • 17min

#72 Is the recovery over?

For this episode we have Head of Product, Nicky Eggers, talking to CIO Will Hobbs and Investment Funds Director Mike Haslam about the shape of the economic recovery to come and how our panel of preferred fund managers are trying to sift through the potential winners and losers.
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Jul 31, 2020 • 27min

#71 Is the virus inspiring us to become more financially resilient?

This week, we look at how the pandemic has changed the way people think about their spending. Has our attitude to risk changed fundamentally, and what trends are emerging about how people manage their money, with Nicky Eggers (Head of Investments), Sian McIntyre (Head of Families and Retirees Segment), and Rob Smith (Head of Behavioural Finance).
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Jul 23, 2020 • 18min

#70 Has the government primed the UK economy for a strong restart?

This week, we look at the sustainability of government debt and whether the market is heading down a long and winding road to recovery, what the impact of the Chancellor’s Summer Economic statement may be, the government’s recently announced Back to Work policy, and where we stand with the latest round of Brexit negotiations, with Miles Sherry (Investment Consultant), Sophie Traherne (UK Government Relations Expert), and Jean-Paul Jaegers (Head of Asset Allocation)
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Jul 17, 2020 • 26min

#69 Is the crisis making us better (or worse) investors?

This week, we talk about our outlook for investments, whether the crisis is fundamentally changing investor behaviour, and how our biases and views may be influencing how we interpret information, with Nicky Eggers (Head of Investments), Jean-Paul Jaegers (Head of Asset Allocation), and Robert Smith (Head of Behavioural Finance).
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Jul 9, 2020 • 24min

#68 Winners and losers

For this episode Nicky Eggers (Head of Investments) talks to Ben Davey (Head of Barclays Ventures) and Will Hobbs (Chief Investment Officer) about the winners and losers from an industrial revolution that has been turbocharged by the pandemic. They also discuss this week’s Summer Statement from the Chancellor.
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Jul 3, 2020 • 20min

#67 New deal and the path to utopia

This week, we talk about the latest spending plans from the UK government as well as what other authorities around the world could and should focus on in their upcoming spending packages, with Nicky Eggers (Head of Investments), Will Hobbs (Chief Investment Officer), and Sophie Traherne (UK Government Relations Specialist).

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