Word on the Street

Barclays
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Nov 2, 2023 • 21min

#245: M&G – Will we soon see a cut in interest rates or could they start to rise again?

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 - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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8 snips
Oct 26, 2023 • 33min

#244: Morgan Stanley – How do you choose investments in a volatile world?

Miles Sherry (Wealth Manager) asks Laura Bottega (Chief Operating Officer of International Equities at Morgan Stanley) and Will Hobbs (Chief Investment Officer) questions posed by investors, including how they should invest in a volatile world, could today’s big companies lose their dominant positions, and if a diversified investment is still the best way of capturing long-term gains. 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 - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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Oct 19, 2023 • 31min

#243: BlueBay - How do high interest rates and inflation change the way we invest?

Chris Bamford (Portfolio Manager) talks to Mark Dowding (Chief Investment Officer at BlueBay Asset Management) and Jean-Paul Jaegers (Head of Asset Allocation) about the role of high-quality fixed income within diversified portfolios. They also explore inflation, labour markets, the latest expectations for interest rates, and what it all may mean for investors. 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 - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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Oct 12, 2023 • 13min

#242: Should investors prepare for another rise in inflation?

We talk about the latest market news, the possible return of higher oil prices and rising inflation, and the outlook for the world economy, with Sarah Gresty (Head of Investments) and Will Hobbs (Chief Investment Officer). 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 - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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5 snips
Oct 5, 2023 • 14min

#241: Should investors still worry about chaotic markets and a coming recession?

We look at whether fears of recession have faded and consider what investors should learn from another chaotic week in markets, with Miles Sherry (Wealth Manager) and Will Hobbs (Chief Investment Officer). 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 - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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Sep 28, 2023 • 9min

#240: Can economic resilience continue in the face of soaring interest rates?

Maya Welford (Behavioural Finance Expert) and Jean-Paul Jaegers (Head of Asset Allocation) discuss the impact of interest rates on economic resilience, navigating economic uncertainty in asset allocation, and current views and trends in financial markets.
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Sep 21, 2023 • 21min

#239: Has the Bank of England signalled that we’ve reached the peak in interest rate rises?

Miles Sherry, a Wealth Manager, and Will Hobbs, Chief Investment Officer, discuss the Bank of England's decision to pause interest rate rises. They explore whether the recent rise is the peak and its potential impact on inflation targets and transitioning challenges. Other topics include private sector wage growth, seasonal patterns in the stock market, and exploring emerging markets and their growth potential.
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Sep 19, 2023 • 24min

#238: Goldman Sachs – How do investment themes reveal opportunities to investors?

Will Hobbs, Chief Investment Officer at Goldman Sachs, speaks with Luke Barrs, Global Head of Client Portfolio Management at Goldman Sachs Asset Management, about investment themes such as a global manufacturing shift away from Asia and determining the best investments in a changing environment. They discuss the trend of supply chain realignment, the trade-off between efficiency and inflation, challenges in replicating microchip manufacturing, and the approach to thematic investing.
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Sep 14, 2023 • 14min

#237: Should markets be wary of a dominant China and global tech giants?

We discuss the impact of rising inflation and oil prices on the market, as well as how the dominance of China and tech giants affects competition and innovation, with Maya Welford (Behavioural Finance Expert) and Will Hobbs (Chief Investment Officer). 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 - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/
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Sep 12, 2023 • 16min

#236: Polar Capital - Can high interest rates be good for investors?

Will Hobbs, Chief Investment Officer, and Nick Brind, Fund Manager at Polar Capital, discuss the impact of fluctuating interest rates on the financial sector. They explore the complexity of the sector, the role of key personnel, and the challenges of predicting interest rates. They also highlight the potential for banks and insurance companies to make more money if interest rates return to normal levels.

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