🚨 NEW PODCAST 🚨
Post-crisis bank regulations were designed to make the financial system safer. US regulators are revisiting some of those rules. What could that mean for liquidity, market capacity and bank investors?
Brad Rogoff and Jeff Meli debate on the latest Flip Side.
As #AI# and #humanoid# #robots# become more capable, one of the biggest questions facing policymakers is what the future of human work looks like.
In the 71st Equity Gilt Study, our analysts, explore what history can tell us about how technological change reshapes employment.
How are large investors seeking more control over #hedgefund# allocations? Among investors with $5bn+ in HF AUM, 54% plan to increase SMA allocations in H2 2026.
Learn more:
AI needs a lot of power. Could nuclear fusion be part of the answer?
🎙️ Jordan Isvy and Patrick Coffey discuss the reasons why the race to commercialise fusion as an energy source is gaining momentum.
Strong performance is reinforcing the case for #hedgefunds#. 📊
Discretionary Equity led recent returns, while Quant Equity remains the standout performer over the last five years.
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As #Japan# emerges from decades of deflation and ultra-low rates, investors are reassessing its influence on #globalmarkets#.
🎙️ Patrick Coffey speaks with Yoichi Takemura, Head of Macro Trading, Japan, in the latest Barclays Brief.
Survey says📋: Four of the top five #hedgefund# strategy preferences among investors have one thing in common: diversification.
Read our H2 2026 Hedge Fund Outlook:
Tech stocks have come under pressure and uncertainty remains elevated.
Yet our US Equity Strategist Venu Krishna remains constructive on US equities. Tune in to the Barclay Brief podcast to hear about the key risks he's watching.
📈 #Hedgefund# demand remains strong heading into H2 2026.
Investors are increasingly prioritizing liquidity, diversification and portfolio resilience, with more than 40% expected to be net allocators by 2H26.
Read our H2 2026 Hedge Fund Outlook:
The AI buildout is driving an influx of credit supply, but investors are proceeding with caution as they assess how much more is still to come.🎧 Listen to Ronnie Wexler and Dominique Toublan discuss what this means for credit markets on Barclays Brief.
Kevin Warsh is scaling back Fed guidance.
Brad Rogoff sees an opportunity for markets to focus more on fundamentals.
Ajay Rajadhyaksha questions the timing of the move and expects greater volatility could follow.
Consensus views can feel comfortable until positioning, valuations and policy risks start telling a different story.
Hear Patrick and Brian discuss the market narratives they think deserve a closer look.
🎧 Get the insights:
The Fed Chair appears to be going quiet but what about the other 17 FOMC members? In the latest episode of The Flip Side, Brad Rogoff and Ajay Rajadhyaksha consider whether other voices may fill the void left by Warsh, and how it could affect markets.
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4% of China’s workforce could be humanoids by 2035. Zornitsa Todorova, Head of Thematic FICC Research at Barclays Investment Bank, answers ten key questions investors need to understand, as the burgeoning market could reach $200bn by 2035.
AI infrastructure is running into more than a power problem. Cooling, water use, permitting and local opposition are becoming bigger constraints on the data centre buildout.
🎧 Listen to Barclays Brief with Ronnie Wexler and Will Thompson
Has Fed forward guidance turned markets into a mirror?
In the latest episode of The Flip Side, Brad Rogoff and Ajay Rajadhyaksha debate whether less Fed guidance will help markets focus on economic fundamentals or create greater volatility.
Listen now👉
Markets often underprice breakthrough technologies early. Our Global Head of FX and EM Macro Research Themos Fiotakis argues physical AI could be next—with cross-sector adoption supporting wealth creation and higher asset prices.
With ESPN’s live Wimbledon coverage playing across our NYC HQ, everyone can follow every rally, tiebreak and championship moment together. As the Official Banking Partner of Wimbledon, we’re proud to bring the excitement of one of sport’s most iconic events to the streets of NY!
Bond markets are facing structural headwinds, with rising supply, weaker structural demand and persistent inflation as key drags.
These dynamics are reshaping the relative outlook across asset classes for Q3, with our analysts remaining overweight equities over fixed income.
Investor positioning across Asian equities is shifting and opportunities are becoming more market-specific to China, Japan and Korea as flows diverge.
Our experts dive into what's driving these shifts in the latest Barclays Brief.
🎧 Listen now: