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Barclays Brief

In a world of constant change, Barclays Brief is your weekly source for differentiated perspectives that cut through the noise.

Each bite-sized episode delivers clear insights into the structural trends transforming sectors – from technology and healthcare to energy, industrials and beyond.

Through sharp dialogue and scenario-based analysis, we help you navigate complexity, make meaningful connections and anticipate what’s next – whether you’re managing a portfolio or leading a business.

Each week we dig deep into a key market theme, spanning equities, macro, credit and more, uncovering the forces shaping tomorrow to help you make smarter decisions today.

Stay sharp. Stay briefed.

Published by Barclays Investment Bank: https://www.ib.barclays/

Important content disclosures: https://www.ib.barclays/disclosures/important-content-disclosures.html
Important non-Research content disclosures: https://www.ib.barclays/disclosures/important-nonresearch-content-disclosures.html

Latest Episodes:

UK Economy: At a crossroads Oct 21, 2025

Show notes

With the UK’s Autumn Budget fast approaching, UK Chief Economist Jack Meaning joins Ronnie Wexler on the Barclays Brief to discuss what’s really driving the UK economic outlook. They discuss Jack's latest report published in partnership with The Institute of Fiscal Studies. They explore the short- and medium-term prospects for growth, examine why inflation remains persistent, consider where AI fits into the UK’s plans for prosperity, and assess how tax and spend policy decisions could shape the path to recovery. The episode also examines what recent moves in the gilt market reveal about investor confidence and the political challenges facing the Chancellor this autumn.

Tune in for sharp insights on the UK economy at an important crossroads.

Listeners can read more on this topic:

UK Autumn Budget: A test of credibility

A delicate balancing act for the UK economy

For deeper insight, clients can access related Barclays Research on Barclays Live:

Navigating narrow paths

"If you find yourself in a hole, stop digging"

Important non-Research content disclosures

Important Research content disclosures

Gold: Unpacking the rally Oct 14, 2025

Show notes

Gold’s historic role as a hedge asset is in focus as prices soar past $4,000 an ounce. In this episode of the Barclays Brief podcast, Ajay Rajadhyaksha, Global Chairman of Research, joins Patrick Coffey to unpack the forces driving gold’s rally: from its legacy as a safe haven to the signals it may be sending about how investors regard current fiscal and monetary policy. Is gold’s rally a warning sign, or simply a new chapter in portfolio construction?

Tune in for a sharp look at why this gold rush is different, how gold stacks up against equities, and the future role of precious metals in investment portfolios.

For deeper insight, clients can access related Barclays Research on Barclays Live:

What is gold signalling?

Of gold and other safe havens

Important Research Content Disclosures

Important non-Research Content Disclosures

US Markets: A Bullish Perspective Oct 07, 2025

Show notes

In the debut episode of this new podcast series, Patrick Coffey interviews Ronnie Wexler, Global Head of Equities Distribution in the Markets division. Ronnie lays out a bullish case for markets, driven by a rare alignment of forces: AI innovation, strong nominal GDP, and pro-growth policy working in tandem. From tax incentives and deregulation to real-world AI adoption boosting productivity and earnings, Ronnie argues that the setup is unusually powerful. But risks remain — including geopolitics and consumer resilience — making this a must-listen for anyone navigating today’s market landscape.

Listen to Episode 76 of the Flip Side.

Published by Barclays Investment Bank

Important content disclosures

Important non-Research content disclosures

Welcome to the Barclays Brief podcast Oct 07, 2025

Show notes

In a world of constant change, Barclays Brief is your weekly source for differentiated perspectives that cut through the noise.

Each bite-sized episode delivers clear insights into the structural trends transforming sectors – from technology and healthcare to energy, industrials and beyond.

Each week we dig deep into a key market theme, spanning equities, macro, credit and more, uncovering the forces shaping tomorrow to help you make smarter decisions today.

Stay sharp. Stay briefed.

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