#308 European revival?

In keeping with annual tradition, the last episode of the year features two of our Senior Multi-Asset Strategists – Luke Pearce and Francis Addai – who reflect on three lessons from 2025. After over 350 episodes, the Word on the Street podcast will be stopping for the foreseeable ...  Show more

This week, Sean Markowicz sits down with Francis Addai to discuss the latest round of central bank meetings and what it all means for investors. To read Barclays Private Bank's "Outlook 2026" report, visit https://privatebank.barclays.com/insights/outlook-2026-11-2025/ To read ne ...  Show more

After a lean period in recent years, European small-cap stocks have entered positive territory. Damien Kohler, Head of European Small Caps, talks to Daniel Morris, Chief Market Strategist, about the attractions of small capitalisation companies and their place in portfolios of in ...  Show more

Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large caps, Portfolio Manager Mathieu Bernard tells Chief Market Strategist Daniel Morris on this episode of our weekly podcast. The favourable setting incl ...  Show more

Emerging market debt has had a strong run since the start of 2024 with positive performance across the universe of sovereign issuers. Listen to this Talking Heads podcast with Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management, and Andrew Craig, Co-head o ...  Show more

With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out? Andrew Craig, Co-head of the Investment Insight ...  Show more