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Word on the Street
Barclays
378 episodes
11 hours ago
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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Business
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All content for Word on the Street is the property of Barclays and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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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Business
Episodes (20/378)
Word on the Street
#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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20 hours ago
17 minutes 42 seconds

Word on the Street
#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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1 week ago
20 minutes 2 seconds

Word on the Street
#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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2 weeks ago
13 minutes 54 seconds

Word on the Street
#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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3 weeks ago
13 minutes 57 seconds

Word on the Street
#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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4 weeks ago
14 minutes 35 seconds

Word on the Street
#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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1 month ago
19 minutes 31 seconds

Word on the Street
#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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1 month ago
14 minutes 52 seconds

Word on the Street
#340 Emerging Markets: Room to run?
This week, Rob Mansell, Portfolio Manager, talks to Luke Pearce, Senior Multi-Asset Strategist, about all things emerging markets (EM). Can China’s rally continue? How have investors changed their approach to investing in EM compared to pre-pandemic? And how is the AI theme unfolding across EM? 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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1 month ago
17 minutes 55 seconds

Word on the Street
#339 US employment and gold’s inexorable rise
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/
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2 months ago
16 minutes 10 seconds

Word on the Street
#338 Back to work
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/
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2 months ago
12 minutes 17 seconds

Word on the Street
#337 Style dispersion
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/
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2 months ago
15 minutes 30 seconds

Word on the Street
#336 Summertime ruminations
This week, Sophie Barrington talks to Sean Markowicz about UK and US inflation data, what the detail beneath the surface reveals about the state of price pressures, and how markets are pricing the future. 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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2 months ago
13 minutes 23 seconds

Word on the Street
#335 Bubble watch
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/
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3 months ago
31 minutes 9 seconds

Word on the Street
#334 Narrative reset?
This week, Sean Markowicz and Luke Pearce discuss the latest US employment report, the implications for the US Federal Reserve, and the Bank of England’s interest rate decision. 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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3 months ago
19 minutes 35 seconds

Word on the Street
#333 Trade deals, interest rates and the US dollar
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/
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3 months ago
11 minutes 55 seconds

Word on the Street
#332 Japanese election, trade deals and the ECB
This week, Luke Pearce talks to Francis Addai about the Japanese election, US trade deals with Japan and the EU, and the outcome from the latest ECB policy meeting. 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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3 months ago
13 minutes 38 seconds

Word on the Street
#331 Peel the onion
This week, Sophie Barrington talks to Sean Markowicz about UK and US macro data, what the detail beneath the surface reveals about the state of the economy and how markets are pricing the future. 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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3 months ago
9 minutes 36 seconds

Word on the Street
#330 US tariffs and UK fiscal concerns
This week, Sophie Barrington talks to Francis Addai about the state of the US labour market, the impact of tariffs on US inflation and ongoing fiscal uncertainty in the UK. 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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4 months ago
10 minutes 18 seconds

Word on the Street
#329 Fiscal shenanigans
The end of the second quarter marks one of the busiest in memory. In this week’s episode, Sophie Barrington talks to Luke Pearce about the latest tariff developments, fiscal shenanigans, and US labour market data. 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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4 months ago
12 minutes 57 seconds

Word on the Street
#328 Political machinations
This week, Sophie Barrington talks to Sean Markowicz about various political developments affecting markets, from German spending plans to the looming deadline for US tariffs. 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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4 months ago
11 minutes 30 seconds

Word on the Street
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/