Barclays Investment Bank (@BarclaysCIB)
@BarclaysCIB
Official account for Barclays Investment Bank. Follow us for the latest insights, news and more. For T&C
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Investors aren’t moving on from US equities. The sheer scale of the market makes it impossible to ignore. Hear Brad Rogoff and Emmanuel Cau debate why that dominance is pushing investors to rethink diversification.
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Buy-now-pay-later (BNPL) started with discretionary buys, but now it’s at the grocery checkout. Lauren Lieberman warns that using credit for basics can signal financial strain, even as spending looks resilient on an all new episode of The Flip Side.
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When one market dominates global equity indices, diversification becomes risk management, not a return chase.
On The Flip Side, Brad Rogoff and Emmanuel Cau debate why hedging concentration risk matters in today's global equity markets.
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Higher gas prices seem like a clear EV catalyst, yet US adoption still lags.
Hear Dan Levy discuss why market share is so low compared to other regions and what would need to change for EV adoption to accelerate in the US.
Listen now: 🎤
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Do high gas prices change what cars Americans buy?
Dan Levy argues that preferences for large SUVs and trucks won't go away.
Brad Rogoff isn't convinced, pointing to existing affordability issues.
Tune in 🎙️
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NEW PODCAST 🚨Gas prices in the US have climbed above $4 at a time when car prices, interest rates and payment delinquencies strain affordability.
Listen to Brad Rogoff and Dan Levy debate whether this affordability squeeze is enough to change how Americans buy cars, or not.
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Tom O'Malley lays out a lab driven case for $1T in AI capex by 2028, arguing that early agentic ROI and growing demand outside the hyperscalers support this level of spend. Hear his side of the debate on The Flip Side.
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AI spending is accelerating but how far can it really go?
Tom O'Malley argues a $1T AI capex peak in 2028.
Brad Rogoff isn't convinced, citing real-world constraints as major obstacles.
Tune in 🎙️
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Is forecasting $1T AI capex by 2028 controversial or the result of looking at demand differently?
Brad Rogoff and Tom O'Malley debate Tom's lab‑driven AI capex framework that sits nearly $300B above consensus on the latest episode of The Flip Side. Listen now 🎧
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Not all trends move equally. Some reshape industries. Others fade quickly.
In the latest 2035 Thematic Roadmap, our Research analysts plot 150 investor trends, helping investors separate structural shifts from short-term noise.
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US shareholder activism stayed resilient in Q1 despite market uncertainty. While campaigns slowed elsewhere, activists kept pressure on boards, adapted tactics and focused on Financial Institutions.
Swipe for highlights from our Corporate Finance Advisory team’s latest report.
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In an increasingly fragmented global environment, investors need to navigate the trend landscape with greater selectivity.
Our analysts identify four structural forces affecting outcomes within major investor trends.
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Not all trends move equally. Some reshape industries. Others fade quickly.
In the latest 2035 Thematic Roadmap, our Research analysts plot 150 investor trends, helping investors separate structural shifts from short-term noise.
显示更多
Persistent uncertainty requires investors to re-evaluate previous assumptions on the trends that will define the next decade.
Using a wide range of datasets, our Research analysts pinpoint four considerations for long-term investment allocation.
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Hedge fund investor allocation models are evolving, according to US Head of Strategic Consulting Roark Stahler.
The results from our hedge fund survey suggest that Separately Managed Accounts are now mainstream, with ~50% of hedge funds offering them.
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When one market dominates global equity indices, diversification becomes risk management, not a return chase.
On The Flip Side, Brad Rogoff and Emmanuel Cau debate why hedging concentration risk matters in today's global equity markets.
显示更多
When one market dominates global equity indices, diversification becomes risk management, not a return chase.
On The Flip Side, Brad Rogoff and Emmanuel Cau debate why hedging concentration risk matters in today's global equity markets.
显示更多
Tax cuts and a $200bn fiscal stimulus could lift US consumers in 2026, says Brad Rogoff. But Lauren Lieberman warns new tariffs and entitlement programme changes may raise costs for many, with most benefits going to the top. Tune in the debate on The Flip Side podcast.
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Investors aren’t moving on from US equities. The sheer scale of the market makes it impossible to ignore. Hear Brad Rogoff and Emmanuel Cau debate why that dominance is pushing investors to rethink diversification.
显示更多
Buy-now-pay-later (BNPL) started with discretionary buys, but now it’s at the grocery checkout. Lauren Lieberman warns that using credit for basics can signal financial strain, even as spending looks resilient on an all new episode of The Flip Side.
显示更多
