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Headlines to hedges: Positioning in 2026
Episode 14
In just the first two weeks of 2026, investors have had a lot to take in amidst fast-moving headlines and shifting policy signals.
In this episode of…
4 months, 2 weeks ago
AI: The macro game changer
Episode 13
While traditional macroeconomic factors such as labour markets, central bank policy and inflation are all important considerations for 2026, the econ…
4 months, 3 weeks ago
Robotaxis: The future of mobility
Episode 12
2026 is expected to be a breakthrough year for the US robotaxi market, as autonomous vehicles shift gears from pilot projects to large-scale deployme…
5 months, 1 week ago
Credit markets: What's ahead for 2026
Episode 11
If you spent 2025 watching credit and thinking “this feels suspiciously quiet,” you are not alone. Barclays’ Global Head of Research, Brad Rogoff, an…
5 months, 2 weeks ago
Seismic Shifts: Agentic AI in Energy
Episode 10
Conversations about AI often revolve around the outlooks for the Mag7, capex or the resources required to power the technology. This episode of the B…
5 months, 3 weeks ago
Is the stock market actually the economy now?
Episode 9
The rise of real-time trading platforms, combined with steady 401(k) inflows, has amplified wealth effects – making retail investors acutely aware th…
6 months ago
Critical minerals: The new oil
Episode 8
As technological advancement continues at pace across AI, defence and everything in between, demand for critical minerals such as rare earth elements…
6 months, 1 week ago
US Dollar & the AI capex cycle
Episode 7
AI is reshaping corporate investment priorities at breakneck speed, with the US private sector pledging trillions in capital expenditures to power th…
6 months, 2 weeks ago
Hyperscalers: Hypergrowth, higher risk
Episode 6
AI, hyperscaler capex, credit markets, and debt issuance: the landscape for big tech funding is shifting fast. In the latest episode of Barclays Brie…
6 months, 3 weeks ago
Private credit: Hidden interconnectivity
Episode 5
Recent high-profile bankruptcies have put private credit in the headlines. In this episode, Peter Troisi explains how private credit is weaving itsel…
6 months, 4 weeks ago